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
3301
$2.56M ﹤0.01%
226,171
-18,546
3302
$2.55M ﹤0.01%
212,438
+137,022
3303
$2.55M ﹤0.01%
78,331
-4,144
3304
$2.54M ﹤0.01%
159,519
-121,597
3305
$2.54M ﹤0.01%
32,949
-17,006
3306
$2.54M ﹤0.01%
37,870
-2,916
3307
$2.54M ﹤0.01%
313,911
+18,511
3308
$2.54M ﹤0.01%
270,581
+141,619
3309
$2.53M ﹤0.01%
87,832
+27,143
3310
$2.53M ﹤0.01%
124,592
-84,176
3311
$2.52M ﹤0.01%
41,533
+8,244
3312
$2.52M ﹤0.01%
41,877
+1,127
3313
$2.52M ﹤0.01%
93,486
+29,121
3314
$2.52M ﹤0.01%
68,877
-8,460
3315
$2.51M ﹤0.01%
464,711
-143,417
3316
$2.51M ﹤0.01%
186,627
+36,150
3317
$2.51M ﹤0.01%
131,547
-246,484
3318
$2.51M ﹤0.01%
76,488
+4,576
3319
$2.5M ﹤0.01%
176,876
-100,612
3320
$2.5M ﹤0.01%
82,416
-12,484
3321
$2.5M ﹤0.01%
39,466
+4,000
3322
$2.5M ﹤0.01%
136,955
+1,858
3323
$2.5M ﹤0.01%
129,440
-112,233
3324
$2.49M ﹤0.01%
83,585
+7,559
3325
$2.49M ﹤0.01%
30,364
-6,883
131 132
133
134 135