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
2826
$4.3M ﹤0.01%
207,922
+7,366
2827
$4.29M ﹤0.01%
71,886
+2,176
2828
$4.29M ﹤0.01%
607,914
+8,103
2829
$4.28M ﹤0.01%
239,574
+23,015
2830
$4.27M ﹤0.01%
267,253
-333,228
2831
$4.26M ﹤0.01%
1,283,600
+226,510
2832
$4.26M ﹤0.01%
42,464
+24,093
2833
$4.26M ﹤0.01%
236,547
+18,394
2834
$4.25M ﹤0.01%
477,452
-2,525,112
2835
$4.24M ﹤0.01%
69,443
-5,364
2836
$4.24M ﹤0.01%
194,776
+39,388
2837
$4.23M ﹤0.01%
34,455
-55,436
2838
$4.23M ﹤0.01%
72,019
-48,699
2839
$4.23M ﹤0.01%
83,776
-2,848
2840
$4.22M ﹤0.01%
42,937
+37,645
2841
$4.22M ﹤0.01%
417,926
-1,010,020
2842
$4.21M ﹤0.01%
221,110
-95,188
2843
$4.21M ﹤0.01%
664,163
-239,750
2844
$4.21M ﹤0.01%
129,251
+103,759
2845
$4.21M ﹤0.01%
204,437
-48,475
2846
$4.2M ﹤0.01%
288,802
+267,192
2847
$4.2M ﹤0.01%
63,669
+8,656
2848
$4.2M ﹤0.01%
774,025
-620,764
2849
$4.19M ﹤0.01%
24,027
-77
2850
$4.18M ﹤0.01%
284,308
+192,990
112 113
114
115 116