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
2251
$7.97M ﹤0.01%
99,745
+27,743
2252
$7.96M ﹤0.01%
583,796
-15,464
2253
$7.95M ﹤0.01%
309,016
+19,907
2254
$7.94M ﹤0.01%
333,636
-191,745
2255
$7.93M ﹤0.01%
184,711
+81,314
2256
$7.92M ﹤0.01%
543,748
+58,884
2257
$7.91M ﹤0.01%
68,203
-1,518
2258
$7.9M ﹤0.01%
973,060
-1,748,511
2259
$7.89M ﹤0.01%
267,972
+5,611
2260
$7.88M ﹤0.01%
126,006
-27,412
2261
$7.87M ﹤0.01%
174,865
+338
2262
$7.87M ﹤0.01%
251,803
-6,986
2263
$7.87M ﹤0.01%
484,594
-114,363
2264
$7.86M ﹤0.01%
251,125
+137,941
2265
$7.86M ﹤0.01%
889,367
-222,728
2266
$7.85M ﹤0.01%
94,450
-104,361
2267
$7.85M ﹤0.01%
544,992
-145,975
2268
$7.84M ﹤0.01%
1,913,148
+54,985
2269
$7.84M ﹤0.01%
653,758
+258,888
2270
$7.83M ﹤0.01%
269,434
-5,334
2271
$7.82M ﹤0.01%
27,968
-35,057
2272
$7.82M ﹤0.01%
91,566
+28,075
2273
$7.82M ﹤0.01%
468,933
-2,566,714
2274
$7.76M ﹤0.01%
361,553
-508,493
2275
$7.75M ﹤0.01%
209,976
+8,843
89 90
91
92 93