Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272B
AUM Growth
-$1.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,039
New
Increased
Reduced
Closed

Top Buys

1
+$722M
2
+$544M
3
+$349M
4
HD icon
Home Depot
HD
+$344M
5
TSM icon
TSMC
TSM
+$323M

Top Sells

1
+$2.37B
2
+$768M
3
+$631M
4
AAPL icon
Apple
AAPL
+$586M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$545M

Sector Composition

1 Healthcare 9.14%
2 Technology 8.58%
3 Financials 8.57%
4 Consumer Discretionary 7.66%
5 Communication Services 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2701
$4.97M ﹤0.01%
133,076
-157,812
2702
$4.97M ﹤0.01%
607,582
+183,317
2703
$4.97M ﹤0.01%
397,990
+87,600
2704
$4.96M ﹤0.01%
242,359
-30,179
2705
$4.96M ﹤0.01%
192,390
+135,690
2706
$4.96M ﹤0.01%
179,385
-110,387
2707
$4.96M ﹤0.01%
589,446
+149,340
2708
$4.95M ﹤0.01%
92,483
-328,388
2709
$4.95M ﹤0.01%
290,911
+38,808
2710
$4.94M ﹤0.01%
2,939,421
-691,086
2711
$4.93M ﹤0.01%
71,405
-88,783
2712
$4.91M ﹤0.01%
128,777
+10,033
2713
$4.91M ﹤0.01%
42,934
+9,573
2714
$4.91M ﹤0.01%
99,457
+17,551
2715
$4.9M ﹤0.01%
226,542
-360,181
2716
$4.9M ﹤0.01%
228,244
+27,611
2717
$4.9M ﹤0.01%
3,180,448
+2,239,710
2718
$4.86M ﹤0.01%
324,945
-989,462
2719
$4.85M ﹤0.01%
6,307
-7,739
2720
$4.84M ﹤0.01%
335,280
+161,484
2721
$4.84M ﹤0.01%
87,928
+19,555
2722
$4.84M ﹤0.01%
1,085,728
+636,864
2723
$4.83M ﹤0.01%
80,521
+76,902
2724
$4.83M ﹤0.01%
77,236
-24,744
2725
$4.83M ﹤0.01%
159,072
+47,806
107 108
109
110 111