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
2876
$4.09M ﹤0.01%
133,115
+44,505
2877
$4.09M ﹤0.01%
16,052
+7,865
2878
$4.08M ﹤0.01%
132,840
-29,974
2879
$4.08M ﹤0.01%
178,844
-126,713
2880
$4.08M ﹤0.01%
254,749
+61,155
2881
$4.08M ﹤0.01%
143,005
+136,560
2882
$4.08M ﹤0.01%
72,405
-28,715
2883
$4.07M ﹤0.01%
263,679
+87,091
2884
$4.07M ﹤0.01%
236,886
-55,288
2885
$4.06M ﹤0.01%
282,607
+3,616
2886
$4.06M ﹤0.01%
10,429
+6,948
2887
$4.06M ﹤0.01%
197,571
-273,699
2888
$4.06M ﹤0.01%
330,810
-2,442
2889
$4.05M ﹤0.01%
53,960
-97,798
2890
$4.05M ﹤0.01%
117,823
-72,629
2891
$4.05M ﹤0.01%
56,760
-16,765
2892
$4.04M ﹤0.01%
61,068
-111,543
2893
$4.04M ﹤0.01%
68,473
-469
2894
$4.04M ﹤0.01%
294,548
-736
2895
$4.03M ﹤0.01%
105,264
+12,657
2896
$4.03M ﹤0.01%
181,428
-5,792
2897
$4.03M ﹤0.01%
58,476
+9,413
2898
$4.02M ﹤0.01%
320,394
+38,160
2899
$4.01M ﹤0.01%
616,667
-160,578
2900
$4M ﹤0.01%
59,023
-26,515
114 115
116
117 118