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
3726
$1.54M ﹤0.01%
15,826
-271
3727
$1.54M ﹤0.01%
69,969
-17,521
3728
$1.54M ﹤0.01%
61,448
+38,753
3729
$1.53M ﹤0.01%
118,142
+16,030
3730
$1.52M ﹤0.01%
25,703
-1,266
3731
$1.52M ﹤0.01%
119,626
+14,872
3732
$1.52M ﹤0.01%
73,264
-6,057
3733
$1.51M ﹤0.01%
85,219
+46,800
3734
$1.51M ﹤0.01%
97,214
+24,460
3735
$1.51M ﹤0.01%
60,099
-1,771
3736
$1.51M ﹤0.01%
2,943
-1,860
3737
$1.51M ﹤0.01%
39,596
+14,737
3738
$1.51M ﹤0.01%
4,368
+1,712
3739
$1.51M ﹤0.01%
86,865
+46,824
3740
$1.51M ﹤0.01%
139,242
+56,846
3741
$1.5M ﹤0.01%
72,288
+15,482
3742
$1.5M ﹤0.01%
90,454
-36,528
3743
$1.5M ﹤0.01%
789,040
+235,590
3744
$1.5M ﹤0.01%
59,333
-119,167
3745
$1.5M ﹤0.01%
53,494
-114,216
3746
$1.5M ﹤0.01%
330,327
+27,740
3747
$1.5M ﹤0.01%
106,738
+31,472
3748
$1.5M ﹤0.01%
139,560
+48,344
3749
$1.5M ﹤0.01%
57,716
+497
3750
$1.49M ﹤0.01%
146,164
-8,190
148 149
150
151 152