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
3076
$3.27M ﹤0.01%
221,812
-166,255
3077
$3.26M ﹤0.01%
106,623
-53,451
3078
$3.24M ﹤0.01%
183,495
+5,232
3079
$3.24M ﹤0.01%
89,079
-3,772
3080
$3.24M ﹤0.01%
538,429
-7,788
3081
$3.23M ﹤0.01%
183,631
+47,872
3082
$3.23M ﹤0.01%
56,898
+15,757
3083
$3.22M ﹤0.01%
224,096
-10,900
3084
$3.2M ﹤0.01%
117,925
-16,547
3085
$3.2M ﹤0.01%
170,044
-83,591
3086
$3.2M ﹤0.01%
77,880
-4,574
3087
$3.19M ﹤0.01%
87,339
-5,030
3088
$3.19M ﹤0.01%
60,652
+8,332
3089
$3.18M ﹤0.01%
385,316
-83,733
3090
$3.17M ﹤0.01%
115,516
+23,034
3091
$3.17M ﹤0.01%
98,711
+4,877
3092
$3.17M ﹤0.01%
166,070
-42,629
3093
$3.17M ﹤0.01%
72,498
-14,624
3094
$3.16M ﹤0.01%
96,429
-199,383
3095
$3.16M ﹤0.01%
265,399
-332
3096
$3.15M ﹤0.01%
147,830
-1,661
3097
$3.15M ﹤0.01%
245,426
-17,079
3098
$3.15M ﹤0.01%
110,311
+30,436
3099
$3.15M ﹤0.01%
84,909
+18,847
3100
$3.14M ﹤0.01%
117,928
+13,092
122 123
124
125 126