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
4026
$1.04M ﹤0.01%
131,618
-22,242
4027
$1.04M ﹤0.01%
14,259
+243
4028
$1.04M ﹤0.01%
79,924
-4,283
4029
$1.04M ﹤0.01%
80,156
-55,400
4030
$1.03M ﹤0.01%
43,542
-9,820
4031
$1.03M ﹤0.01%
30,036
-3,926
4032
$1.03M ﹤0.01%
61,193
-8,150
4033
$1.03M ﹤0.01%
163,174
-1,622,762
4034
$1.03M ﹤0.01%
78,488
-5,834
4035
$1.02M ﹤0.01%
35,362
-76,608
4036
$1.02M ﹤0.01%
53,770
+20,206
4037
$1.02M ﹤0.01%
39,497
-19,089
4038
$1.02M ﹤0.01%
28,756
-5,380
4039
$1.02M ﹤0.01%
135,170
+112,882
4040
$1.01M ﹤0.01%
46,370
+4,799
4041
$1.01M ﹤0.01%
35,294
+25,480
4042
$1.01M ﹤0.01%
58,678
-159,437
4043
$1.01M ﹤0.01%
84,249
-13,325
4044
$1.01M ﹤0.01%
19,378
+7,934
4045
$1M ﹤0.01%
57,616
+20,407
4046
$1M ﹤0.01%
44,084
+11,123
4047
$1M ﹤0.01%
49,242
-26,251
4048
$1M ﹤0.01%
46,800
+1,536
4049
$997K ﹤0.01%
44,829
-901
4050
$997K ﹤0.01%
69,746
-54,873
160 161
162
163 164