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
2201
$8.41M ﹤0.01%
939,263
-59,281
2202
$8.4M ﹤0.01%
347,954
-29,407
2203
$8.39M ﹤0.01%
276,757
-18,275
2204
$8.38M ﹤0.01%
473,449
+37,836
2205
$8.37M ﹤0.01%
296,605
+1,525
2206
$8.36M ﹤0.01%
2,122,611
+2,100,196
2207
$8.35M ﹤0.01%
540,982
+351,185
2208
$8.34M ﹤0.01%
110,489
+4,079
2209
$8.3M ﹤0.01%
298,654
+78,249
2210
$8.29M ﹤0.01%
263,834
+14,469
2211
$8.29M ﹤0.01%
821,296
+19,538
2212
$8.27M ﹤0.01%
65,121
+20,236
2213
$8.25M ﹤0.01%
180,284
-16,706
2214
$8.25M ﹤0.01%
13,362
+8,867
2215
$8.25M ﹤0.01%
186,851
-34,066
2216
$8.24M ﹤0.01%
181,731
+17,350
2217
$8.24M ﹤0.01%
146,772
-45,188
2218
$8.23M ﹤0.01%
118,044
+25,568
2219
$8.23M ﹤0.01%
612,118
-335,607
2220
$8.23M ﹤0.01%
196,543
+190,963
2221
$8.22M ﹤0.01%
493,234
-28,342
2222
$8.22M ﹤0.01%
195,043
-31,116
2223
$8.22M ﹤0.01%
28,338
-16,937
2224
$8.22M ﹤0.01%
449,230
-98,500
2225
$8.21M ﹤0.01%
147,162
+17,135
87 88
89
90 91