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
3326
$2.49M ﹤0.01%
133,997
-52,592
3327
$2.49M ﹤0.01%
90,643
+57,607
3328
$2.49M ﹤0.01%
135,857
+5,431
3329
$2.49M ﹤0.01%
364,903
+139,008
3330
$2.48M ﹤0.01%
81,532
-150,480
3331
$2.47M ﹤0.01%
33,907
+9,497
3332
$2.47M ﹤0.01%
182,008
-57,732
3333
$2.47M ﹤0.01%
52,220
+21,670
3334
$2.47M ﹤0.01%
87,118
+25,889
3335
$2.46M ﹤0.01%
142,686
+16,735
3336
$2.46M ﹤0.01%
293,621
+39,689
3337
$2.45M ﹤0.01%
250,791
+82,669
3338
$2.45M ﹤0.01%
52,639
-983,576
3339
$2.45M ﹤0.01%
70,025
-16,116
3340
$2.44M ﹤0.01%
126,875
-142,986
3341
$2.44M ﹤0.01%
94,205
-179,875
3342
$2.44M ﹤0.01%
59,176
-5,239
3343
$2.43M ﹤0.01%
351,563
+126,920
3344
$2.43M ﹤0.01%
358,697
+254,683
3345
$2.43M ﹤0.01%
106,392
-263,665
3346
$2.43M ﹤0.01%
74,366
+2,994
3347
$2.43M ﹤0.01%
276,274
-22,066
3348
$2.42M ﹤0.01%
171,609
-49,691
3349
$2.42M ﹤0.01%
93,476
+2,012
3350
$2.42M ﹤0.01%
71,224
-76,894
132 133
134
135 136