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
2276
$7.75M ﹤0.01%
219,492
-585,212
2277
$7.73M ﹤0.01%
286,699
+8,887
2278
$7.73M ﹤0.01%
551,480
+500,313
2279
$7.72M ﹤0.01%
589,367
+24,291
2280
$7.71M ﹤0.01%
783,075
-229,242
2281
$7.7M ﹤0.01%
82,307
+12,378
2282
$7.69M ﹤0.01%
492,273
-1,410,647
2283
$7.69M ﹤0.01%
185,860
-349,368
2284
$7.68M ﹤0.01%
642,534
-90,359
2285
$7.67M ﹤0.01%
600,562
-217,026
2286
$7.67M ﹤0.01%
1,633,608
-1,073,664
2287
$7.65M ﹤0.01%
124,256
-22,751
2288
$7.64M ﹤0.01%
304,396
+44,836
2289
$7.64M ﹤0.01%
32,297
-67,572
2290
$7.64M ﹤0.01%
334,336
+157,818
2291
$7.63M ﹤0.01%
239,405
+39,455
2292
$7.62M ﹤0.01%
382,509
+14,964
2293
$7.62M ﹤0.01%
807,300
+96,315
2294
$7.61M ﹤0.01%
819,963
-488,212
2295
$7.61M ﹤0.01%
342,395
+342,356
2296
$7.6M ﹤0.01%
39,620
-4,795
2297
$7.6M ﹤0.01%
222,421
+14,073
2298
$7.6M ﹤0.01%
838,937
+154,722
2299
$7.59M ﹤0.01%
352,452
+215,831
2300
$7.58M ﹤0.01%
478,826
-273,436
90 91
92
93 94