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
4001
$1.07M ﹤0.01%
153,334
+40,399
4002
$1.07M ﹤0.01%
17,438
-34
4003
$1.07M ﹤0.01%
132,080
-430,064
4004
$1.07M ﹤0.01%
106,787
-203,552
4005
$1.07M ﹤0.01%
40,450
+3,833
4006
$1.06M ﹤0.01%
71,703
-35,065
4007
$1.06M ﹤0.01%
69,086
-1,574
4008
$1.06M ﹤0.01%
145,862
-155,471
4009
$1.06M ﹤0.01%
56,713
-155,773
4010
$1.06M ﹤0.01%
118,513
+24,162
4011
$1.05M ﹤0.01%
93,645
+31,235
4012
$1.05M ﹤0.01%
14,023
+4,426
4013
$1.05M ﹤0.01%
28,662
-29,628
4014
$1.05M ﹤0.01%
65,930
+14,635
4015
$1.05M ﹤0.01%
22,111
+203
4016
$1.05M ﹤0.01%
23,974
+2,014
4017
$1.05M ﹤0.01%
56,063
+4,916
4018
$1.05M ﹤0.01%
865
+150
4019
$1.05M ﹤0.01%
56,213
-71,635
4020
$1.05M ﹤0.01%
59,292
+39,249
4021
$1.04M ﹤0.01%
27,775
+6,338
4022
$1.04M ﹤0.01%
41,008
+3,135
4023
$1.04M ﹤0.01%
70,720
-3,653
4024
$1.04M ﹤0.01%
60,753
-2,212
4025
$1.04M ﹤0.01%
118,790
-1,388
159 160
161
162 163