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
3351
$2.42M ﹤0.01%
171,861
-7,092
3352
$2.42M ﹤0.01%
75,395
+43,787
3353
$2.42M ﹤0.01%
79,151
-7,184
3354
$2.41M ﹤0.01%
95,665
+77,334
3355
$2.41M ﹤0.01%
172,878
-118,597
3356
$2.41M ﹤0.01%
249,939
+61,187
3357
$2.41M ﹤0.01%
96,355
-2,922
3358
$2.41M ﹤0.01%
41,206
+4,923
3359
$2.4M ﹤0.01%
194,073
-120,611
3360
$2.4M ﹤0.01%
37,294
+3,625
3361
$2.39M ﹤0.01%
28,147
-12,768
3362
$2.39M ﹤0.01%
94,850
+7,142
3363
$2.39M ﹤0.01%
113,930
-399
3364
$2.39M ﹤0.01%
57,428
-47,538
3365
$2.39M ﹤0.01%
49,497
-1,671
3366
$2.39M ﹤0.01%
511,775
+213,079
3367
$2.38M ﹤0.01%
173,677
-92,594
3368
$2.38M ﹤0.01%
187,015
-85,670
3369
$2.38M ﹤0.01%
936,954
-956,611
3370
$2.38M ﹤0.01%
194,838
-17,864
3371
$2.37M ﹤0.01%
42,394
+40,956
3372
$2.37M ﹤0.01%
129,813
+97,531
3373
$2.37M ﹤0.01%
2,934,291
+103,700
3374
$2.37M ﹤0.01%
135,976
-32,502
3375
$2.37M ﹤0.01%
196,044
-40,117
133 134
135
136 137