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
2976
$3.66M ﹤0.01%
103,602
-159,135
2977
$3.65M ﹤0.01%
53,557
-64,439
2978
$3.65M ﹤0.01%
744,233
+192,416
2979
$3.65M ﹤0.01%
227,933
+100,008
2980
$3.64M ﹤0.01%
227,491
+109,155
2981
$3.63M ﹤0.01%
42,764
-12,899
2982
$3.63M ﹤0.01%
121,389
-260,781
2983
$3.63M ﹤0.01%
81,912
-168,424
2984
$3.62M ﹤0.01%
254,688
-178,088
2985
$3.62M ﹤0.01%
381,467
-110,957
2986
$3.61M ﹤0.01%
289,854
+161,432
2987
$3.61M ﹤0.01%
31,215
+28,407
2988
$3.6M ﹤0.01%
84,080
+4,404
2989
$3.6M ﹤0.01%
72,376
+14,600
2990
$3.6M ﹤0.01%
206,699
-16,809
2991
$3.59M ﹤0.01%
236,404
-8,201
2992
$3.57M ﹤0.01%
139,128
-15,600
2993
$3.57M ﹤0.01%
192,457
+9,136
2994
$3.57M ﹤0.01%
182,512
-58,734
2995
$3.57M ﹤0.01%
510,211
+360,633
2996
$3.56M ﹤0.01%
82,382
-22,352
2997
$3.56M ﹤0.01%
152,861
+947
2998
$3.56M ﹤0.01%
47,095
-40,408
2999
$3.56M ﹤0.01%
133,834
-12,232
3000
$3.56M ﹤0.01%
801,427
+55,314
118 119
120
121 122