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
3926
$1.18M ﹤0.01%
71,774
+45,126
3927
$1.18M ﹤0.01%
418,176
+229,183
3928
$1.17M ﹤0.01%
96,512
-106,668
3929
$1.17M ﹤0.01%
26,764
-3,178
3930
$1.17M ﹤0.01%
55,238
+47,127
3931
$1.17M ﹤0.01%
32,432
+17,083
3932
$1.16M ﹤0.01%
22,978
-2,848
3933
$1.16M ﹤0.01%
42,989
-14,214
3934
$1.16M ﹤0.01%
74,927
+4,755
3935
$1.16M ﹤0.01%
58,302
-1,890
3936
$1.16M ﹤0.01%
119,433
-27,142
3937
$1.16M ﹤0.01%
12,118
-3,873
3938
$1.16M ﹤0.01%
57,044
-103,585
3939
$1.16M ﹤0.01%
153,533
-69,807
3940
$1.16M ﹤0.01%
30,921
-24,684
3941
$1.15M ﹤0.01%
44,867
+2,168
3942
$1.15M ﹤0.01%
125,288
-6,000
3943
$1.15M ﹤0.01%
192,225
+12,265
3944
$1.15M ﹤0.01%
22,611
-30,651
3945
$1.15M ﹤0.01%
416,312
+84,085
3946
$1.14M ﹤0.01%
444,873
-976,060
3947
$1.14M ﹤0.01%
3,063
+1,331
3948
$1.14M ﹤0.01%
52,224
-78,457
3949
$1.14M ﹤0.01%
210,592
+100,017
3950
$1.14M ﹤0.01%
191,166
+177,229
156 157
158
159 160