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
1776
$13M ﹤0.01%
943,419
+208,578
1777
$13M ﹤0.01%
382,327
-37,097
1778
$13M ﹤0.01%
2,510,852
-1,302,843
1779
$13M ﹤0.01%
253,118
+66,330
1780
$13M ﹤0.01%
212,724
+34,597
1781
$13M ﹤0.01%
484,067
-15,924
1782
$12.9M ﹤0.01%
936,982
+139,336
1783
$12.9M ﹤0.01%
208,144
-26,733
1784
$12.9M ﹤0.01%
78,027
+8,993
1785
$12.9M ﹤0.01%
607,224
+476,486
1786
$12.9M ﹤0.01%
494,328
-203,441
1787
$12.9M ﹤0.01%
1,106,419
+247,108
1788
$12.8M ﹤0.01%
477,012
+194,837
1789
$12.8M ﹤0.01%
510,740
-457,501
1790
$12.8M ﹤0.01%
377,856
+120,717
1791
$12.8M ﹤0.01%
418,641
+70,656
1792
$12.8M ﹤0.01%
199,110
+186,697
1793
$12.8M ﹤0.01%
+560,666
1794
$12.7M ﹤0.01%
1,498,673
+1,488,199
1795
$12.7M ﹤0.01%
223,144
-98,991
1796
$12.7M ﹤0.01%
136,690
-68,786
1797
$12.7M ﹤0.01%
293,864
-49,628
1798
$12.7M ﹤0.01%
191,456
-213,687
1799
$12.7M ﹤0.01%
986,811
-50,690
1800
$12.7M ﹤0.01%
259,206
+49,988
70 71
72
73 74