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
2851
$4.18M ﹤0.01%
5,332
-1,515
2852
$4.18M ﹤0.01%
102,899
-59,631
2853
$4.18M ﹤0.01%
411,675
+23,662
2854
$4.18M ﹤0.01%
110,885
-5,503
2855
$4.18M ﹤0.01%
292,545
-16,915
2856
$4.18M ﹤0.01%
409,954
+31,293
2857
$4.18M ﹤0.01%
63,148
-17,081
2858
$4.17M ﹤0.01%
55,636
+5,151
2859
$4.17M ﹤0.01%
555,555
2860
$4.16M ﹤0.01%
298,653
+5,583
2861
$4.16M ﹤0.01%
247,240
+19,120
2862
$4.16M ﹤0.01%
104,636
+6,095
2863
$4.15M ﹤0.01%
321,376
+60,033
2864
$4.15M ﹤0.01%
75,833
-28,269
2865
$4.14M ﹤0.01%
412,449
+44,894
2866
$4.14M ﹤0.01%
80,112
-17,212
2867
$4.14M ﹤0.01%
157,855
-168,780
2868
$4.12M ﹤0.01%
189,556
-75,936
2869
$4.12M ﹤0.01%
77,100
-18,854
2870
$4.11M ﹤0.01%
88,378
-3,760
2871
$4.1M ﹤0.01%
227,179
+80,913
2872
$4.1M ﹤0.01%
199,654
-25,766
2873
$4.09M ﹤0.01%
1,372,054
-259,373
2874
$4.09M ﹤0.01%
86,418
-2,102
2875
$4.09M ﹤0.01%
75,499
-48,455
113 114
115
116 117