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
3676
$1.65M ﹤0.01%
169,269
-13,860
3677
$1.65M ﹤0.01%
143,647
+12,205
3678
$1.65M ﹤0.01%
25,210
-36,654
3679
$1.65M ﹤0.01%
42,347
-4,381
3680
$1.65M ﹤0.01%
87,451
-154,603
3681
$1.65M ﹤0.01%
133,324
+407
3682
$1.64M ﹤0.01%
36,578
+17,775
3683
$1.64M ﹤0.01%
74,284
-19,192
3684
$1.64M ﹤0.01%
38,072
-21,544
3685
$1.64M ﹤0.01%
28,682
-13,428
3686
$1.64M ﹤0.01%
31,117
+22,074
3687
$1.64M ﹤0.01%
209,880
-8,527
3688
$1.64M ﹤0.01%
89,330
+14,895
3689
$1.63M ﹤0.01%
41,994
-41,696
3690
$1.63M ﹤0.01%
123,822
-61,450
3691
$1.63M ﹤0.01%
76,882
-1,204
3692
$1.63M ﹤0.01%
92,741
+61,561
3693
$1.63M ﹤0.01%
102,177
+6,706
3694
$1.63M ﹤0.01%
104,838
-77,611
3695
$1.63M ﹤0.01%
49,420
+14,254
3696
$1.63M ﹤0.01%
126,286
-490,173
3697
$1.62M ﹤0.01%
58,059
-129,449
3698
$1.62M ﹤0.01%
68,408
+3,078
3699
$1.62M ﹤0.01%
254,772
-14,863
3700
$1.62M ﹤0.01%
20,771
+983
146 147
148
149 150