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
3201
$2.78M ﹤0.01%
406,233
+8,652
3202
$2.77M ﹤0.01%
169,929
-10,681
3203
$2.77M ﹤0.01%
+132,688
3204
$2.77M ﹤0.01%
101,780
+50,172
3205
$2.77M ﹤0.01%
44,656
+20,450
3206
$2.77M ﹤0.01%
278,428
+10,701
3207
$2.77M ﹤0.01%
79,525
-4,158
3208
$2.77M ﹤0.01%
38,340
-25,506
3209
$2.76M ﹤0.01%
54,188
+1,524
3210
$2.75M ﹤0.01%
44,581
-199,956
3211
$2.75M ﹤0.01%
50,759
+15,328
3212
$2.75M ﹤0.01%
196,973
+69,225
3213
$2.75M ﹤0.01%
145,964
-196,847
3214
$2.74M ﹤0.01%
235,221
+52,860
3215
$2.74M ﹤0.01%
91,915
-1,131
3216
$2.74M ﹤0.01%
72,248
-51,140
3217
$2.74M ﹤0.01%
211,085
-33,347
3218
$2.73M ﹤0.01%
281,115
+17,129
3219
$2.73M ﹤0.01%
77,176
+15,026
3220
$2.73M ﹤0.01%
207,345
-5,636
3221
$2.72M ﹤0.01%
231,464
-106,435
3222
$2.72M ﹤0.01%
156,295
+33,427
3223
$2.72M ﹤0.01%
99,094
-63,056
3224
$2.72M ﹤0.01%
124,576
-48,088
3225
$2.71M ﹤0.01%
105,654
-50,222
127 128
129
130 131