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
3576
$1.84M ﹤0.01%
153,844
+26,306
3577
$1.84M ﹤0.01%
54,793
-18,657
3578
$1.84M ﹤0.01%
180,443
+133,745
3579
$1.84M ﹤0.01%
38,623
-16,564
3580
$1.84M ﹤0.01%
55,814
-6,329
3581
$1.84M ﹤0.01%
15,477
-6,114
3582
$1.84M ﹤0.01%
113,419
+23,758
3583
$1.84M ﹤0.01%
87,688
+6,952
3584
$1.83M ﹤0.01%
74,307
-3,694
3585
$1.82M ﹤0.01%
35,978
-1,750
3586
$1.82M ﹤0.01%
136,530
+3,895
3587
$1.82M ﹤0.01%
50,849
+14,734
3588
$1.82M ﹤0.01%
131,390
+2,035
3589
$1.81M ﹤0.01%
69,437
-1,431
3590
$1.81M ﹤0.01%
81,230
+65,412
3591
$1.81M ﹤0.01%
77,472
-56,689
3592
$1.81M ﹤0.01%
83,349
+6,893
3593
$1.81M ﹤0.01%
75,723
-28,526
3594
$1.81M ﹤0.01%
42,713
-884
3595
$1.8M ﹤0.01%
143,291
-125,124
3596
$1.8M ﹤0.01%
110,818
-50,255
3597
$1.79M ﹤0.01%
102,020
+5,783
3598
$1.79M ﹤0.01%
116,061
+7,405
3599
$1.79M ﹤0.01%
172,339
-45,952
3600
$1.79M ﹤0.01%
53,466
+720
142 143
144
145 146