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
1751
$13.4M ﹤0.01%
3,600,404
+628,224
1752
$13.4M ﹤0.01%
251,952
-18,202
1753
$13.4M ﹤0.01%
410,369
-49,474
1754
$13.4M ﹤0.01%
120,824
-738
1755
$13.4M ﹤0.01%
813,262
-52,140
1756
$13.3M ﹤0.01%
96,253
+16,107
1757
$13.3M ﹤0.01%
1,000,402
+619,556
1758
$13.3M ﹤0.01%
295,296
-244,775
1759
$13.3M ﹤0.01%
1,602,221
-179,154
1760
$13.3M ﹤0.01%
492,689
+65,659
1761
$13.2M ﹤0.01%
1,421,114
-36,604
1762
$13.2M ﹤0.01%
102,679
+34,197
1763
$13.2M ﹤0.01%
530,418
+75,477
1764
$13.2M ﹤0.01%
2,058,801
+352,311
1765
$13.2M ﹤0.01%
958,716
+447,427
1766
$13.2M ﹤0.01%
786,164
-15,116
1767
$13.1M ﹤0.01%
286,101
-79,680
1768
$13.1M ﹤0.01%
291,292
-48,134
1769
$13.1M ﹤0.01%
358,677
-487,956
1770
$13.1M ﹤0.01%
590,879
+75,169
1771
$13.1M ﹤0.01%
583,647
+137,782
1772
$13.1M ﹤0.01%
370,618
-293,568
1773
$13.1M ﹤0.01%
379,241
-240,367
1774
$13.1M ﹤0.01%
1,207,971
+96,351
1775
$13.1M ﹤0.01%
347,280
+117,300
69 70
71
72 73