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
3451
$2.19M ﹤0.01%
148,069
-75,855
3452
$2.19M ﹤0.01%
61,738
-4,693
3453
$2.19M ﹤0.01%
63,625
+54,670
3454
$2.18M ﹤0.01%
108,714
-10,316
3455
$2.18M ﹤0.01%
162,625
-11,294
3456
$2.18M ﹤0.01%
51,914
-120,089
3457
$2.18M ﹤0.01%
89,476
-144,021
3458
$2.18M ﹤0.01%
165,712
+3,024
3459
$2.17M ﹤0.01%
98,789
+88,562
3460
$2.17M ﹤0.01%
532,764
-41,027
3461
$2.17M ﹤0.01%
168,803
-98,022
3462
$2.17M ﹤0.01%
96,249
-5,523
3463
$2.17M ﹤0.01%
157,866
-68,182
3464
$2.17M ﹤0.01%
89,411
+41,343
3465
$2.17M ﹤0.01%
72,302
+63,440
3466
$2.16M ﹤0.01%
226,908
-127,835
3467
$2.16M ﹤0.01%
61,610
+2,144
3468
$2.16M ﹤0.01%
45,086
-10,434
3469
$2.16M ﹤0.01%
67,369
-12,347
3470
$2.16M ﹤0.01%
140,181
+14,439
3471
$2.16M ﹤0.01%
97,226
-12,593
3472
$2.15M ﹤0.01%
122,246
-13,501
3473
$2.15M ﹤0.01%
46,445
-42,420
3474
$2.15M ﹤0.01%
151,863
+2,470
3475
$2.15M ﹤0.01%
318,689
-15,267
137 138
139
140 141