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
3126
$3.02M ﹤0.01%
91,730
-494
3127
$3.01M ﹤0.01%
373,973
-205,591
3128
$3.01M ﹤0.01%
132,962
+93,672
3129
$3M ﹤0.01%
167,030
+34,465
3130
$3M ﹤0.01%
250,698
+79,761
3131
$3M ﹤0.01%
69,452
-64,002
3132
$3M ﹤0.01%
105,829
+68,331
3133
$3M ﹤0.01%
189,240
-48,806
3134
$3M ﹤0.01%
20,572
+13,211
3135
$2.99M ﹤0.01%
202,202
-26,453
3136
$2.99M ﹤0.01%
131,671
+1,840
3137
$2.98M ﹤0.01%
62,279
-33,849
3138
$2.98M ﹤0.01%
139,859
-28,882
3139
$2.97M ﹤0.01%
100,610
+53,877
3140
$2.96M ﹤0.01%
96,584
+28,459
3141
$2.96M ﹤0.01%
48,142
-52,135
3142
$2.95M ﹤0.01%
71,428
-58,462
3143
$2.95M ﹤0.01%
115,637
+85,527
3144
$2.95M ﹤0.01%
66,053
+24,282
3145
$2.95M ﹤0.01%
185,856
-4,139
3146
$2.95M ﹤0.01%
212,254
-52,067
3147
$2.95M ﹤0.01%
195,933
+19,913
3148
$2.95M ﹤0.01%
122,490
-12,992
3149
$2.95M ﹤0.01%
378,647
+15,574
3150
$2.94M ﹤0.01%
84,436
-90,833
124 125
126
127 128