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
3001
$3.56M ﹤0.01%
272,968
-34,072
3002
$3.56M ﹤0.01%
72,484
-62,991
3003
$3.56M ﹤0.01%
57,773
+43,277
3004
$3.56M ﹤0.01%
212
-31
3005
$3.55M ﹤0.01%
151,554
-2,547
3006
$3.54M ﹤0.01%
145,692
+5,513
3007
$3.53M ﹤0.01%
132,044
+41,460
3008
$3.52M ﹤0.01%
125,615
-37,774
3009
$3.52M ﹤0.01%
68,839
+16,332
3010
$3.51M ﹤0.01%
45,996
+5,278
3011
$3.51M ﹤0.01%
172,913
-4,963
3012
$3.51M ﹤0.01%
128,155
+100,478
3013
$3.5M ﹤0.01%
109,277
+93,769
3014
$3.5M ﹤0.01%
92,382
-51,610
3015
$3.5M ﹤0.01%
179,893
+169,194
3016
$3.49M ﹤0.01%
114,920
+81,675
3017
$3.49M ﹤0.01%
135,731
+4,443
3018
$3.48M ﹤0.01%
110,401
+63,720
3019
$3.48M ﹤0.01%
673,673
+85,257
3020
$3.48M ﹤0.01%
203,522
-49,357
3021
$3.48M ﹤0.01%
31,020
+5,485
3022
$3.48M ﹤0.01%
242,792
+167,264
3023
$3.47M ﹤0.01%
117,151
+78,355
3024
$3.46M ﹤0.01%
62,806
-17,531
3025
$3.46M ﹤0.01%
499,210
+2,851
119 120
121
122 123