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
3426
$2.24M ﹤0.01%
182,152
-34,535
3427
$2.24M ﹤0.01%
165,411
-117,186
3428
$2.24M ﹤0.01%
962,238
+91,322
3429
$2.24M ﹤0.01%
147,848
-8,897
3430
$2.24M ﹤0.01%
97,638
+63,485
3431
$2.24M ﹤0.01%
62,423
-117,875
3432
$2.24M ﹤0.01%
107,638
+45,889
3433
$2.23M ﹤0.01%
142,330
+100,881
3434
$2.23M ﹤0.01%
87,195
+21,644
3435
$2.23M ﹤0.01%
562,373
+83,812
3436
$2.23M ﹤0.01%
84,120
-51,539
3437
$2.22M ﹤0.01%
208,583
+13,580
3438
$2.22M ﹤0.01%
154,631
+1,360
3439
$2.22M ﹤0.01%
127,461
-65,126
3440
$2.22M ﹤0.01%
59,254
-16,215
3441
$2.22M ﹤0.01%
328,490
+324,331
3442
$2.21M ﹤0.01%
65,625
-1,138
3443
$2.21M ﹤0.01%
84,338
-4,468
3444
$2.21M ﹤0.01%
45,994
-38,487
3445
$2.21M ﹤0.01%
107,763
+9,430
3446
$2.21M ﹤0.01%
66,043
-68,017
3447
$2.21M ﹤0.01%
174,423
+18,506
3448
$2.2M ﹤0.01%
55,742
+1,796
3449
$2.2M ﹤0.01%
91,503
+1,791
3450
$2.2M ﹤0.01%
5,832
+3,952
136 137
138
139 140