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
3151
$2.94M ﹤0.01%
84,436
-90,833
3152
$2.94M ﹤0.01%
64,037
-44,346
3153
$2.94M ﹤0.01%
135,488
+9,200
3154
$2.93M ﹤0.01%
176,146
+169,152
3155
$2.93M ﹤0.01%
313,475
+214,215
3156
$2.93M ﹤0.01%
94,972
+61,468
3157
$2.93M ﹤0.01%
117,704
+65,523
3158
$2.93M ﹤0.01%
124,479
-51,417
3159
$2.93M ﹤0.01%
112,561
-67,950
3160
$2.93M ﹤0.01%
306,328
+128,855
3161
$2.92M ﹤0.01%
21,749
+4,588
3162
$2.92M ﹤0.01%
274,919
+190,061
3163
$2.92M ﹤0.01%
245,960
-79,923
3164
$2.91M ﹤0.01%
177,337
-235,001
3165
$2.9M ﹤0.01%
222,543
+129,991
3166
$2.89M ﹤0.01%
567,771
-441,463
3167
$2.89M ﹤0.01%
105,634
-242,615
3168
$2.89M ﹤0.01%
108,899
-21,186
3169
$2.89M ﹤0.01%
312,714
+97,920
3170
$2.88M ﹤0.01%
99,735
+91,959
3171
$2.87M ﹤0.01%
157,805
-13,803
3172
$2.87M ﹤0.01%
77,656
-5,839
3173
$2.87M ﹤0.01%
204,454
+30,826
3174
$2.87M ﹤0.01%
68,149
+55,881
3175
$2.87M ﹤0.01%
112,854
-30,483
125 126
127
128 129