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
2926
$3.88M ﹤0.01%
252,078
-7,896
2927
$3.88M ﹤0.01%
284,089
-93,562
2928
$3.87M ﹤0.01%
9,439
+8,332
2929
$3.87M ﹤0.01%
298,471
+181,961
2930
$3.87M ﹤0.01%
138,936
-192,414
2931
$3.86M ﹤0.01%
147,366
+30,252
2932
$3.86M ﹤0.01%
245,757
+174,271
2933
$3.85M ﹤0.01%
151,266
+22,930
2934
$3.85M ﹤0.01%
768,648
+466,708
2935
$3.85M ﹤0.01%
106,640
-11,802
2936
$3.85M ﹤0.01%
337,391
-316,278
2937
$3.85M ﹤0.01%
931
-115
2938
$3.85M ﹤0.01%
832,496
-248,286
2939
$3.84M ﹤0.01%
172,548
+169,960
2940
$3.83M ﹤0.01%
55,994
-3,758
2941
$3.83M ﹤0.01%
179,048
+3,563
2942
$3.82M ﹤0.01%
164,847
-4,185
2943
$3.81M ﹤0.01%
53,774
-70,306
2944
$3.81M ﹤0.01%
171,754
-34,171
2945
$3.8M ﹤0.01%
171,936
+121,813
2946
$3.8M ﹤0.01%
89,492
+51,465
2947
$3.79M ﹤0.01%
408,023
+116,970
2948
$3.79M ﹤0.01%
139,084
+52,084
2949
$3.79M ﹤0.01%
63,800
+11,741
2950
$3.78M ﹤0.01%
22,928
+17,312
116 117
118
119 120