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
3826
$1.34M ﹤0.01%
74,261
-242,428
3827
$1.34M ﹤0.01%
32,050
+3,340
3828
$1.34M ﹤0.01%
43,126
-38,308
3829
$1.34M ﹤0.01%
881,787
-876,004
3830
$1.34M ﹤0.01%
199,083
+16,259
3831
$1.34M ﹤0.01%
18,065
+10,807
3832
$1.33M ﹤0.01%
186,576
+30,142
3833
$1.33M ﹤0.01%
103,660
-95,360
3834
$1.33M ﹤0.01%
37,745
-67,966
3835
$1.33M ﹤0.01%
94,967
-137,832
3836
$1.33M ﹤0.01%
33,358
+31,411
3837
$1.33M ﹤0.01%
5,680
+5,121
3838
$1.33M ﹤0.01%
80,484
+30,768
3839
$1.33M ﹤0.01%
67,350
+34,156
3840
$1.33M ﹤0.01%
17,534
-1,036
3841
$1.33M ﹤0.01%
95,431
+3,792
3842
$1.32M ﹤0.01%
52,536
-2,116
3843
$1.32M ﹤0.01%
53,966
+2,177
3844
$1.32M ﹤0.01%
128,608
-14,948
3845
$1.31M ﹤0.01%
114,009
+15,588
3846
$1.31M ﹤0.01%
54,521
-54,029
3847
$1.31M ﹤0.01%
241,512
-456,730
3848
$1.31M ﹤0.01%
48,589
-57
3849
$1.31M ﹤0.01%
83,003
+41,769
3850
$1.31M ﹤0.01%
50,513
+528
152 153
154
155 156