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
3226
$2.71M ﹤0.01%
49,841
+12,336
3227
$2.71M ﹤0.01%
160,250
-62,122
3228
$2.7M ﹤0.01%
61,552
-13,140
3229
$2.7M ﹤0.01%
209,675
-802
3230
$2.7M ﹤0.01%
282,032
-1,866,223
3231
$2.69M ﹤0.01%
82,440
+8,331
3232
$2.68M ﹤0.01%
110,844
+85,105
3233
$2.68M ﹤0.01%
11,294
-11,616
3234
$2.68M ﹤0.01%
234,675
-1,823,230
3235
$2.68M ﹤0.01%
15,527
+3,677
3236
$2.68M ﹤0.01%
210,392
-598
3237
$2.68M ﹤0.01%
235,920
+8,571
3238
$2.68M ﹤0.01%
41,189
+39,313
3239
$2.68M ﹤0.01%
26,001
+13,891
3240
$2.67M ﹤0.01%
96,560
+93,184
3241
$2.67M ﹤0.01%
5,849
3242
$2.67M ﹤0.01%
44,393
+3,015
3243
$2.67M ﹤0.01%
100,944
+100,644
3244
$2.66M ﹤0.01%
166,253
+33,977
3245
$2.66M ﹤0.01%
25,560
+2,815
3246
$2.66M ﹤0.01%
79,283
+66,507
3247
$2.66M ﹤0.01%
64,535
-22,883
3248
$2.66M ﹤0.01%
93,160
-22,294
3249
$2.66M ﹤0.01%
220,995
+15,544
3250
$2.65M ﹤0.01%
698,689
-12,875
128 129
130
131 132