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
3551
$1.91M ﹤0.01%
105,949
-308,826
3552
$1.91M ﹤0.01%
94,745
-14,890
3553
$1.9M ﹤0.01%
34,763
-2,876
3554
$1.9M ﹤0.01%
73,643
-102,194
3555
$1.9M ﹤0.01%
90,771
-2,359
3556
$1.89M ﹤0.01%
56,061
-19,418
3557
$1.89M ﹤0.01%
126,713
+75,671
3558
$1.89M ﹤0.01%
356,232
+20,820
3559
$1.89M ﹤0.01%
123,782
-15,282
3560
$1.89M ﹤0.01%
107,089
+28,724
3561
$1.88M ﹤0.01%
53,327
-140,410
3562
$1.88M ﹤0.01%
98,906
-1,947
3563
$1.88M ﹤0.01%
166,322
+60,386
3564
$1.87M ﹤0.01%
40,830
+14,613
3565
$1.87M ﹤0.01%
69,964
-6,534
3566
$1.87M ﹤0.01%
78,185
+3,381
3567
$1.87M ﹤0.01%
222,715
+64,868
3568
$1.86M ﹤0.01%
216,761
+28,421
3569
$1.86M ﹤0.01%
146,906
+53,430
3570
$1.86M ﹤0.01%
79,839
-24,005
3571
$1.85M ﹤0.01%
143,550
+56,530
3572
$1.85M ﹤0.01%
85,066
+34,539
3573
$1.85M ﹤0.01%
20,772
-917
3574
$1.84M ﹤0.01%
234,021
-212,722
3575
$1.84M ﹤0.01%
40,635
-733
141 142
143
144 145