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
3376
$2.37M ﹤0.01%
57,862
+20,490
3377
$2.37M ﹤0.01%
86,838
-3,202
3378
$2.37M ﹤0.01%
84,937
-32,678
3379
$2.37M ﹤0.01%
218,747
-33,252
3380
$2.36M ﹤0.01%
159,425
+73,398
3381
$2.36M ﹤0.01%
79,794
-71,958
3382
$2.35M ﹤0.01%
105,645
+70,830
3383
$2.35M ﹤0.01%
103,369
-1,163
3384
$2.35M ﹤0.01%
50,000
-150,000
3385
$2.34M ﹤0.01%
256,649
+129,843
3386
$2.33M ﹤0.01%
30,212
-18,481
3387
$2.33M ﹤0.01%
70,611
-24,313
3388
$2.33M ﹤0.01%
205,572
+157,747
3389
$2.33M ﹤0.01%
40,518
+2,194
3390
$2.33M ﹤0.01%
218,459
-251,537
3391
$2.32M ﹤0.01%
727,581
-747,922
3392
$2.31M ﹤0.01%
73,903
+5,351
3393
$2.31M ﹤0.01%
167,305
+134,277
3394
$2.31M ﹤0.01%
151,625
-93,331
3395
$2.31M ﹤0.01%
243
-688
3396
$2.3M ﹤0.01%
84,411
+13,490
3397
$2.3M ﹤0.01%
580,736
+73,028
3398
$2.3M ﹤0.01%
86,913
-6,606
3399
$2.3M ﹤0.01%
55,135
-25,626
3400
$2.3M ﹤0.01%
161,789
-20,532
134 135
136
137 138