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
3401
$2.29M ﹤0.01%
92,646
+9,149
3402
$2.29M ﹤0.01%
171,566
-231,919
3403
$2.29M ﹤0.01%
25,734
-5,075
3404
$2.29M ﹤0.01%
25,871
+3,616
3405
$2.28M ﹤0.01%
56,477
+30,326
3406
$2.28M ﹤0.01%
91,356
-77,216
3407
$2.28M ﹤0.01%
123,684
+31,722
3408
$2.28M ﹤0.01%
119,428
+66,149
3409
$2.27M ﹤0.01%
98,420
+87,949
3410
$2.27M ﹤0.01%
92,588
-87,959
3411
$2.27M ﹤0.01%
45,507
-4,405
3412
$2.27M ﹤0.01%
26,480
+4,532
3413
$2.27M ﹤0.01%
82,520
+77,464
3414
$2.26M ﹤0.01%
42,920
-52,996
3415
$2.26M ﹤0.01%
41,898
-27,670
3416
$2.26M ﹤0.01%
49,830
-277
3417
$2.26M ﹤0.01%
384,419
+232,367
3418
$2.26M ﹤0.01%
173,274
+3,957
3419
$2.25M ﹤0.01%
161,207
-58,905
3420
$2.25M ﹤0.01%
69,938
-295,358
3421
$2.25M ﹤0.01%
107,512
+104,612
3422
$2.25M ﹤0.01%
210,903
+64,088
3423
$2.25M ﹤0.01%
164,137
+94,034
3424
$2.25M ﹤0.01%
41,459
+15,515
3425
$2.25M ﹤0.01%
242,298
+205,242
135 136
137
138 139