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
2176
$8.58M ﹤0.01%
324,328
-90,735
2177
$8.58M ﹤0.01%
540,329
-298,529
2178
$8.57M ﹤0.01%
439,577
-161,781
2179
$8.55M ﹤0.01%
319,488
+229,875
2180
$8.55M ﹤0.01%
121,735
+28,191
2181
$8.55M ﹤0.01%
84
+32
2182
$8.55M ﹤0.01%
122,295
+58,659
2183
$8.54M ﹤0.01%
205,176
-230,932
2184
$8.53M ﹤0.01%
733,417
+23,734
2185
$8.53M ﹤0.01%
623,229
+28,720
2186
$8.52M ﹤0.01%
80,261
-32,422
2187
$8.51M ﹤0.01%
251,215
+59,975
2188
$8.48M ﹤0.01%
173,918
+26,257
2189
$8.48M ﹤0.01%
1,171,195
-654,981
2190
$8.48M ﹤0.01%
387,775
-273,696
2191
$8.47M ﹤0.01%
188,617
+24,165
2192
$8.47M ﹤0.01%
673,262
-344,342
2193
$8.47M ﹤0.01%
357,510
-972,585
2194
$8.46M ﹤0.01%
74,340
-22,203
2195
$8.45M ﹤0.01%
398,726
-10,601
2196
$8.43M ﹤0.01%
566,026
-235,059
2197
$8.43M ﹤0.01%
212,507
-23,422
2198
$8.42M ﹤0.01%
128,651
-177,200
2199
$8.41M ﹤0.01%
452,402
+172,802
2200
$8.41M ﹤0.01%
458,910
+28,889
86 87
88
89 90