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
2901
$4M ﹤0.01%
263,432
-38,441
2902
$3.98M ﹤0.01%
845,715
+675,526
2903
$3.98M ﹤0.01%
498,773
+62,060
2904
$3.98M ﹤0.01%
32,673
+2,567
2905
$3.98M ﹤0.01%
169,039
+19,867
2906
$3.96M ﹤0.01%
65,881
-641,116
2907
$3.95M ﹤0.01%
534,927
-483,147
2908
$3.95M ﹤0.01%
70,029
+57,195
2909
$3.95M ﹤0.01%
81,056
-284,712
2910
$3.95M ﹤0.01%
141,868
-93,928
2911
$3.95M ﹤0.01%
455,271
+133,573
2912
$3.94M ﹤0.01%
81,521
-23,348
2913
$3.94M ﹤0.01%
280,261
+29,899
2914
$3.93M ﹤0.01%
279,420
+25,600
2915
$3.93M ﹤0.01%
203,850
+17,660
2916
$3.92M ﹤0.01%
199,341
-284,114
2917
$3.92M ﹤0.01%
273,747
-115,156
2918
$3.92M ﹤0.01%
284,763
+40,122
2919
$3.91M ﹤0.01%
223,602
+84,365
2920
$3.91M ﹤0.01%
275,489
-1,023,229
2921
$3.9M ﹤0.01%
40,966
-25,014
2922
$3.9M ﹤0.01%
71,332
-30,002
2923
$3.89M ﹤0.01%
153,461
+18,881
2924
$3.89M ﹤0.01%
169,230
+154,136
2925
$3.88M ﹤0.01%
108,232
+56,733
115 116
117
118 119