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
2501
$6.12M ﹤0.01%
37,096
+290
2502
$6.11M ﹤0.01%
39,495
+1,105
2503
$6.11M ﹤0.01%
228,073
+89,139
2504
$6.1M ﹤0.01%
523,317
-64,633
2505
$6.09M ﹤0.01%
114,042
-23,894
2506
$6.08M ﹤0.01%
168,072
-97,228
2507
$6.08M ﹤0.01%
180,205
-28,291
2508
$6.08M ﹤0.01%
113,450
+8,342
2509
$6.07M ﹤0.01%
280,003
-772
2510
$6.07M ﹤0.01%
119,294
+94,814
2511
$6.07M ﹤0.01%
243,242
-5,200
2512
$6.06M ﹤0.01%
3,238,641
+845,854
2513
$6.05M ﹤0.01%
813,173
-43,045
2514
$6.05M ﹤0.01%
123,925
+563
2515
$6.04M ﹤0.01%
171,886
-26,427
2516
$6.04M ﹤0.01%
205,038
+71,992
2517
$6.04M ﹤0.01%
395,503
+11,866
2518
$6.04M ﹤0.01%
200,067
-9,045
2519
$6.03M ﹤0.01%
385,754
+153,412
2520
$6.02M ﹤0.01%
509,172
+290,681
2521
$6.02M ﹤0.01%
428,565
-415,285
2522
$6.02M ﹤0.01%
348,753
+90,347
2523
$6.01M ﹤0.01%
93,614
+33,401
2524
$6.01M ﹤0.01%
111,492
-37,855
2525
$6.01M ﹤0.01%
48,943
-38,052
99 100
101
102 103