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
3051
$3.38M ﹤0.01%
252,350
-1,706
3052
$3.38M ﹤0.01%
91,436
-73,841
3053
$3.38M ﹤0.01%
242,894
+41,352
3054
$3.37M ﹤0.01%
35,056
+1,693
3055
$3.36M ﹤0.01%
26,351
-2,945
3056
$3.35M ﹤0.01%
219,436
-117,633
3057
$3.35M ﹤0.01%
31,396
-196,962
3058
$3.35M ﹤0.01%
108,594
+14,971
3059
$3.34M ﹤0.01%
770,731
+108,973
3060
$3.34M ﹤0.01%
63,575
-9,083
3061
$3.33M ﹤0.01%
201,130
+36,998
3062
$3.33M ﹤0.01%
104,670
-359,793
3063
$3.33M ﹤0.01%
128,039
+21,505
3064
$3.32M ﹤0.01%
133,212
+55,553
3065
$3.31M ﹤0.01%
241,066
-21,842
3066
$3.3M ﹤0.01%
110,189
+37,465
3067
$3.3M ﹤0.01%
105,306
-779
3068
$3.3M ﹤0.01%
566,348
+426,100
3069
$3.29M ﹤0.01%
270,846
-7,676
3070
$3.29M ﹤0.01%
784,713
-25,405
3071
$3.29M ﹤0.01%
146,600
-12,452
3072
$3.29M ﹤0.01%
22,574
+11,245
3073
$3.29M ﹤0.01%
462,880
+111,527
3074
$3.27M ﹤0.01%
62,931
-1,091
3075
$3.27M ﹤0.01%
80,351
+17,100
121 122
123
124 125