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
2426
$6.61M ﹤0.01%
228,386
-19,835
2427
$6.61M ﹤0.01%
72,555
-52,971
2428
$6.61M ﹤0.01%
605,462
-4,383,188
2429
$6.61M ﹤0.01%
10,463
-1,285
2430
$6.6M ﹤0.01%
555,964
+511,342
2431
$6.59M ﹤0.01%
417,842
-1,672
2432
$6.59M ﹤0.01%
457,784
+384,956
2433
$6.59M ﹤0.01%
143,627
+66,540
2434
$6.59M ﹤0.01%
1,834,488
+38,970
2435
$6.58M ﹤0.01%
316,420
+166,338
2436
$6.57M ﹤0.01%
59,591
-16,695
2437
$6.57M ﹤0.01%
261,932
-24,028
2438
$6.56M ﹤0.01%
256,558
-254,982
2439
$6.55M ﹤0.01%
131,768
-10,491
2440
$6.54M ﹤0.01%
175,641
+13,146
2441
$6.54M ﹤0.01%
357,265
+333,101
2442
$6.54M ﹤0.01%
415,503
+172,298
2443
$6.54M ﹤0.01%
180,921
-159,857
2444
$6.54M ﹤0.01%
140,692
+11,657
2445
$6.54M ﹤0.01%
520,644
-342,027
2446
$6.54M ﹤0.01%
636,742
+23,090
2447
$6.53M ﹤0.01%
240,600
+75,320
2448
$6.53M ﹤0.01%
429,215
-171,423
2449
$6.52M ﹤0.01%
73,968
+17,916
2450
$6.52M ﹤0.01%
126,042
-94,726
96 97
98
99 100