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
2776
$4.57M ﹤0.01%
275,530
-52,112
2777
$4.57M ﹤0.01%
411,340
+119,223
2778
$4.57M ﹤0.01%
58,964
+6,058
2779
$4.56M ﹤0.01%
567,398
-180,944
2780
$4.56M ﹤0.01%
145,102
-21,336
2781
$4.54M ﹤0.01%
124,827
+75,065
2782
$4.53M ﹤0.01%
116,897
-13,913
2783
$4.53M ﹤0.01%
189,850
+95,968
2784
$4.53M ﹤0.01%
263,322
+183,823
2785
$4.52M ﹤0.01%
237,268
+48,317
2786
$4.52M ﹤0.01%
237,323
+2,236
2787
$4.51M ﹤0.01%
29,891
-34,980
2788
$4.51M ﹤0.01%
262,227
+17,720
2789
$4.51M ﹤0.01%
96,339
+50,596
2790
$4.5M ﹤0.01%
407,169
+17,556
2791
$4.5M ﹤0.01%
97,706
-14,462
2792
$4.49M ﹤0.01%
183,309
-16,732
2793
$4.49M ﹤0.01%
49,045
-7,173
2794
$4.48M ﹤0.01%
295,534
+15,644
2795
$4.47M ﹤0.01%
156,871
+65,306
2796
$4.46M ﹤0.01%
65,249
+57,387
2797
$4.46M ﹤0.01%
68,713
+63,756
2798
$4.46M ﹤0.01%
704,697
+242,108
2799
$4.46M ﹤0.01%
53,656
-161,445
2800
$4.45M ﹤0.01%
251,218
+14,727
110 111
112
113 114