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
2751
$4.68M ﹤0.01%
348,272
+13,805
2752
$4.68M ﹤0.01%
58,786
+2,272
2753
$4.68M ﹤0.01%
161,048
-392,100
2754
$4.68M ﹤0.01%
326,870
+69,959
2755
$4.68M ﹤0.01%
119,101
+8,561
2756
$4.66M ﹤0.01%
181,911
-40,902
2757
$4.66M ﹤0.01%
6,876
-2,519
2758
$4.65M ﹤0.01%
199,063
+111,701
2759
$4.65M ﹤0.01%
234,765
-274,392
2760
$4.65M ﹤0.01%
71,081
+44,898
2761
$4.64M ﹤0.01%
60,937
-32,251
2762
$4.63M ﹤0.01%
102,238
-1,987
2763
$4.63M ﹤0.01%
167,686
-5,359
2764
$4.63M ﹤0.01%
620,367
-1,236,580
2765
$4.63M ﹤0.01%
148,552
+130,478
2766
$4.63M ﹤0.01%
137,492
-93,598
2767
$4.61M ﹤0.01%
149,515
-499,985
2768
$4.61M ﹤0.01%
191,754
+3,079
2769
$4.6M ﹤0.01%
560,520
-97,066
2770
$4.6M ﹤0.01%
96,841
+27,879
2771
$4.6M ﹤0.01%
111,263
+107,772
2772
$4.59M ﹤0.01%
81,933
-29,336
2773
$4.59M ﹤0.01%
620,281
-4,598
2774
$4.59M ﹤0.01%
111,480
+77,814
2775
$4.58M ﹤0.01%
185,947
-84,421
109 110
111
112 113