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
3651
$1.71M ﹤0.01%
126,085
-19,843
3652
$1.71M ﹤0.01%
482,738
+37,201
3653
$1.7M ﹤0.01%
38,892
+169
3654
$1.7M ﹤0.01%
24,908
-5,191
3655
$1.7M ﹤0.01%
23,217
-52,412
3656
$1.7M ﹤0.01%
106,358
+9,964
3657
$1.7M ﹤0.01%
4,877
-516
3658
$1.7M ﹤0.01%
149,777
+142,628
3659
$1.7M ﹤0.01%
76,850
+71,527
3660
$1.7M ﹤0.01%
68,344
-40,532
3661
$1.69M ﹤0.01%
571,660
+334,974
3662
$1.69M ﹤0.01%
127,359
+79,578
3663
$1.69M ﹤0.01%
189,934
+139,854
3664
$1.69M ﹤0.01%
121,215
-13,835
3665
$1.68M ﹤0.01%
63,564
+11,014
3666
$1.68M ﹤0.01%
37,753
+302
3667
$1.68M ﹤0.01%
137,705
+25,684
3668
$1.67M ﹤0.01%
92,825
+22,792
3669
$1.67M ﹤0.01%
94,278
+62,824
3670
$1.67M ﹤0.01%
60,360
+12,514
3671
$1.67M ﹤0.01%
773,885
-968,440
3672
$1.66M ﹤0.01%
3,643
-191
3673
$1.66M ﹤0.01%
152,866
+31,926
3674
$1.66M ﹤0.01%
20,170
+2,847
3675
$1.66M ﹤0.01%
33,170
+7,746
145 146
147
148 149