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
3251
$2.65M ﹤0.01%
30,964
-5,896
3252
$2.65M ﹤0.01%
173,216
-102,286
3253
$2.65M ﹤0.01%
71,265
+47,683
3254
$2.65M ﹤0.01%
79,882
-41,632
3255
$2.65M ﹤0.01%
102,683
+8,874
3256
$2.64M ﹤0.01%
192,098
+64,827
3257
$2.64M ﹤0.01%
168,752
+139,984
3258
$2.64M ﹤0.01%
106,071
+1,623
3259
$2.64M ﹤0.01%
68,568
+16,614
3260
$2.64M ﹤0.01%
214,802
+96,680
3261
$2.64M ﹤0.01%
151,216
+63,237
3262
$2.64M ﹤0.01%
205,024
+192,861
3263
$2.63M ﹤0.01%
36,674
+18,823
3264
$2.63M ﹤0.01%
7,893
-3,898
3265
$2.62M ﹤0.01%
125,264
+5,442
3266
$2.62M ﹤0.01%
63,908
+49,685
3267
$2.62M ﹤0.01%
77,408
+39,930
3268
$2.62M ﹤0.01%
437,573
+17,866
3269
$2.61M ﹤0.01%
88,315
-55,241
3270
$2.61M ﹤0.01%
46,373
-5,942
3271
$2.61M ﹤0.01%
172,909
+166,829
3272
$2.6M ﹤0.01%
105,622
-10,422
3273
$2.6M ﹤0.01%
89,958
+51,630
3274
$2.6M ﹤0.01%
43,443
-3,489
3275
$2.6M ﹤0.01%
229,040
-43,875
129 130
131
132 133