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
2726
$4.82M ﹤0.01%
260,880
+34,047
2727
$4.82M ﹤0.01%
35,650
-17,530
2728
$4.81M ﹤0.01%
51,971
-48,013
2729
$4.81M ﹤0.01%
127,993
-1,935
2730
$4.81M ﹤0.01%
417,133
+32,231
2731
$4.81M ﹤0.01%
570,565
+81,610
2732
$4.8M ﹤0.01%
371,935
+2,021
2733
$4.8M ﹤0.01%
260,746
+99,379
2734
$4.79M ﹤0.01%
464,229
-73,020
2735
$4.79M ﹤0.01%
247,585
-34,526
2736
$4.78M ﹤0.01%
317,922
+7,370
2737
$4.77M ﹤0.01%
117,944
-90,427
2738
$4.77M ﹤0.01%
757,029
-53,701
2739
$4.77M ﹤0.01%
328,848
-72,123
2740
$4.77M ﹤0.01%
349,173
-23,695
2741
$4.76M ﹤0.01%
196,521
-28,405
2742
$4.75M ﹤0.01%
164,598
+37,640
2743
$4.75M ﹤0.01%
130,705
+17,651
2744
$4.74M ﹤0.01%
1,194,628
-14,970
2745
$4.71M ﹤0.01%
295,096
+157,517
2746
$4.71M ﹤0.01%
202,873
+123,298
2747
$4.71M ﹤0.01%
120,955
-70,449
2748
$4.71M ﹤0.01%
377,108
+152,248
2749
$4.7M ﹤0.01%
245,544
+129,386
2750
$4.69M ﹤0.01%
214,033
-302,378
108 109
110
111 112