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
3751
$1.49M ﹤0.01%
41,606
-61,434
3752
$1.49M ﹤0.01%
91,414
-93,144
3753
$1.49M ﹤0.01%
122,493
+77,151
3754
$1.49M ﹤0.01%
201,821
-76,658
3755
$1.49M ﹤0.01%
76,691
-1,430
3756
$1.48M ﹤0.01%
45,396
-51,306
3757
$1.48M ﹤0.01%
1,696
-11
3758
$1.48M ﹤0.01%
103,960
-17,527
3759
$1.47M ﹤0.01%
33,367
-10,316
3760
$1.47M ﹤0.01%
83,267
+22,591
3761
$1.47M ﹤0.01%
251,753
-55,945
3762
$1.47M ﹤0.01%
92,085
-36,214
3763
$1.47M ﹤0.01%
19,114
+9,872
3764
$1.47M ﹤0.01%
161,950
+45,694
3765
$1.46M ﹤0.01%
93,067
+2,152
3766
$1.46M ﹤0.01%
18,426
-9,174
3767
$1.46M ﹤0.01%
46,047
-1,380
3768
$1.46M ﹤0.01%
41,317
+28,867
3769
$1.46M ﹤0.01%
14,376
-3,545
3770
$1.46M ﹤0.01%
34,079
-1,309
3771
$1.45M ﹤0.01%
347,787
+42,969
3772
$1.45M ﹤0.01%
89,714
-2,004
3773
$1.45M ﹤0.01%
167,328
+3,982
3774
$1.45M ﹤0.01%
66,557
+760
3775
$1.44M ﹤0.01%
51,419
-5,823
149 150
151
152 153