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
2351
$7.2M ﹤0.01%
141,828
+72,728
2352
$7.16M ﹤0.01%
170,846
-75,522
2353
$7.15M ﹤0.01%
142,081
+17,005
2354
$7.15M ﹤0.01%
171,736
-199
2355
$7.14M ﹤0.01%
651,756
+637,760
2356
$7.12M ﹤0.01%
177,023
-58,065
2357
$7.11M ﹤0.01%
214,967
+88,321
2358
$7.09M ﹤0.01%
158,431
-136,451
2359
$7.09M ﹤0.01%
738,197
+171,739
2360
$7.09M ﹤0.01%
46,991
-8,876
2361
$7.08M ﹤0.01%
165,269
+138,064
2362
$7.08M ﹤0.01%
662,965
+2,641
2363
$7.07M ﹤0.01%
14,358
+1,983
2364
$7.07M ﹤0.01%
78,600
-19,017
2365
$7.06M ﹤0.01%
420,719
-120,830
2366
$7.05M ﹤0.01%
144,748
+6,684
2367
$7M ﹤0.01%
1,396,538
+15,125
2368
$6.99M ﹤0.01%
317,472
-40,518
2369
$6.97M ﹤0.01%
196,996
-5,432
2370
$6.97M ﹤0.01%
181,746
+98,525
2371
$6.97M ﹤0.01%
416,069
-308,585
2372
$6.97M ﹤0.01%
75,217
+544
2373
$6.97M ﹤0.01%
281,697
+21,393
2374
$6.96M ﹤0.01%
185,496
+56,389
2375
$6.96M ﹤0.01%
385,068
+269,526
93 94
95
96 97