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
3801
$1.4M ﹤0.01%
51,721
+3,318
3802
$1.4M ﹤0.01%
40,226
-6,321
3803
$1.4M ﹤0.01%
79,086
+3,210
3804
$1.4M ﹤0.01%
54,889
+14,795
3805
$1.39M ﹤0.01%
70,362
-43,427
3806
$1.39M ﹤0.01%
46,193
-7,730
3807
$1.39M ﹤0.01%
86,908
-4,133
3808
$1.39M ﹤0.01%
157,941
-5,888
3809
$1.39M ﹤0.01%
85,836
+39,010
3810
$1.39M ﹤0.01%
122,008
+41,828
3811
$1.39M ﹤0.01%
42,825
-5,755
3812
$1.39M ﹤0.01%
11,782
-49,287
3813
$1.39M ﹤0.01%
64,574
-14,833
3814
$1.38M ﹤0.01%
72,501
+49,246
3815
$1.37M ﹤0.01%
28,146
+26,675
3816
$1.37M ﹤0.01%
38,400
-639,614
3817
$1.36M ﹤0.01%
91,976
-21,132
3818
$1.36M ﹤0.01%
28,049
-11,064
3819
$1.36M ﹤0.01%
102,013
+95,509
3820
$1.36M ﹤0.01%
264,570
+25,707
3821
$1.36M ﹤0.01%
29,172
-74,824
3822
$1.35M ﹤0.01%
6,021
-475
3823
$1.35M ﹤0.01%
21,453
-58,596
3824
$1.35M ﹤0.01%
92,492
+1,871
3825
$1.34M ﹤0.01%
84,567
-11,062
151 152
153
154 155