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
3101
$3.14M ﹤0.01%
117,928
+13,092
3102
$3.13M ﹤0.01%
158,195
+27,558
3103
$3.13M ﹤0.01%
639,254
+2,249
3104
$3.12M ﹤0.01%
1,997
-912
3105
$3.12M ﹤0.01%
215,337
+961
3106
$3.12M ﹤0.01%
51,789
+20,914
3107
$3.11M ﹤0.01%
53,841
+27,231
3108
$3.1M ﹤0.01%
1,154,738
-235,100
3109
$3.09M ﹤0.01%
159,996
-35,095
3110
$3.08M ﹤0.01%
94,049
+28,743
3111
$3.08M ﹤0.01%
100,956
-14,104
3112
$3.07M ﹤0.01%
64,308
+54,544
3113
$3.06M ﹤0.01%
46,017
+37,852
3114
$3.06M ﹤0.01%
100,344
+38,534
3115
$3.06M ﹤0.01%
219,203
+3,508
3116
$3.06M ﹤0.01%
86,970
+61,420
3117
$3.05M ﹤0.01%
114,068
+20,301
3118
$3.05M ﹤0.01%
192,875
-806,668
3119
$3.05M ﹤0.01%
57,732
+17,912
3120
$3.04M ﹤0.01%
188,177
+80
3121
$3.03M ﹤0.01%
223,858
+12,530
3122
$3.03M ﹤0.01%
125,982
-122,196
3123
$3.02M ﹤0.01%
164,792
+58,725
3124
$3.02M ﹤0.01%
34,641
-113
3125
$3.02M ﹤0.01%
488,684
+48,160
123 124
125
126 127