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
3701
$1.62M ﹤0.01%
85,566
-7,843
3702
$1.62M ﹤0.01%
22,473
+22,054
3703
$1.61M ﹤0.01%
33,131
+5,925
3704
$1.61M ﹤0.01%
41,843
+12,205
3705
$1.61M ﹤0.01%
40,122
-6,249
3706
$1.61M ﹤0.01%
4,914
-6,604
3707
$1.6M ﹤0.01%
45,596
+27,247
3708
$1.6M ﹤0.01%
62,753
-37,298
3709
$1.6M ﹤0.01%
70,535
+46,146
3710
$1.59M ﹤0.01%
110,313
+7,910
3711
$1.59M ﹤0.01%
57,334
-390
3712
$1.59M ﹤0.01%
740,640
+370,320
3713
$1.58M ﹤0.01%
189,021
+1,210
3714
$1.58M ﹤0.01%
60,220
-1,810
3715
$1.57M ﹤0.01%
114,836
-23,952
3716
$1.57M ﹤0.01%
29,801
-68,080
3717
$1.57M ﹤0.01%
62,357
+6,384
3718
$1.56M ﹤0.01%
15,541
-1,913
3719
$1.56M ﹤0.01%
33,652
+15,056
3720
$1.55M ﹤0.01%
81,150
-6,840
3721
$1.55M ﹤0.01%
91,501
+11,683
3722
$1.55M ﹤0.01%
138,551
+10,605
3723
$1.55M ﹤0.01%
61,401
+37,123
3724
$1.55M ﹤0.01%
62,155
-10,551
3725
$1.55M ﹤0.01%
130,325
-35,385
147 148
149
150 151