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
3176
$2.86M ﹤0.01%
125,894
-28,796
3177
$2.86M ﹤0.01%
358,048
-462,191
3178
$2.86M ﹤0.01%
350,903
+45,094
3179
$2.86M ﹤0.01%
56,749
-43,437
3180
$2.85M ﹤0.01%
127,663
+28,536
3181
$2.85M ﹤0.01%
130,175
-15,197
3182
$2.85M ﹤0.01%
117,318
+46,974
3183
$2.85M ﹤0.01%
320,667
+34,573
3184
$2.85M ﹤0.01%
125,757
+1,378
3185
$2.84M ﹤0.01%
142,701
-432
3186
$2.84M ﹤0.01%
39,318
-13,554
3187
$2.83M ﹤0.01%
18,429
+4,002
3188
$2.83M ﹤0.01%
112,159
+28,054
3189
$2.82M ﹤0.01%
118,759
+101,353
3190
$2.82M ﹤0.01%
69,593
-43,272
3191
$2.82M ﹤0.01%
69,612
+18,534
3192
$2.81M ﹤0.01%
317,953
-22,149
3193
$2.81M ﹤0.01%
116,065
-377,255
3194
$2.8M ﹤0.01%
42,464
+27,330
3195
$2.79M ﹤0.01%
399,148
+85,502
3196
$2.79M ﹤0.01%
25,430
+1,878
3197
$2.78M ﹤0.01%
142,756
+36,699
3198
$2.78M ﹤0.01%
86,666
+6,978
3199
$2.78M ﹤0.01%
188,349
-13,512
3200
$2.78M ﹤0.01%
109,923
+13,248
126 127
128
129 130