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
1826
$12.3M ﹤0.01%
77,222
-4,506
1827
$12.3M ﹤0.01%
791,730
+276,490
1828
$12.3M ﹤0.01%
841,058
-227,322
1829
$12.2M ﹤0.01%
758,904
+114,561
1830
$12.2M ﹤0.01%
231,584
+156,481
1831
$12.2M ﹤0.01%
63,576
+49,803
1832
$12.2M ﹤0.01%
189,444
-302,186
1833
$12.2M ﹤0.01%
2,228,503
+591,292
1834
$12.2M ﹤0.01%
92,297
-70,626
1835
$12.2M ﹤0.01%
1,310,712
+248,437
1836
$12.2M ﹤0.01%
532,181
-114,380
1837
$12.1M ﹤0.01%
448,675
+236,687
1838
$12.1M ﹤0.01%
456,957
-194,990
1839
$12.1M ﹤0.01%
244,327
+47,292
1840
$12.1M ﹤0.01%
520,431
+200,816
1841
$12.1M ﹤0.01%
1,302,520
+99,052
1842
$12.1M ﹤0.01%
208,730
-173,139
1843
$12.1M ﹤0.01%
104,281
-64,063
1844
$12.1M ﹤0.01%
467,861
+1,800
1845
$12.1M ﹤0.01%
336,169
+327,144
1846
$12.1M ﹤0.01%
274,986
+12,846
1847
$12M ﹤0.01%
783,325
+298,082
1848
$12M ﹤0.01%
1,190,679
-636,782
1849
$12M ﹤0.01%
329,397
-22,100
1850
$12M ﹤0.01%
255,524
-260,694
72 73
74
75 76