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
2226
$8.19M ﹤0.01%
151,678
-208,660
2227
$8.19M ﹤0.01%
279,799
+83,801
2228
$8.16M ﹤0.01%
457,343
+23,555
2229
$8.16M ﹤0.01%
146,798
-99,750
2230
$8.16M ﹤0.01%
440,869
+4,661
2231
$8.15M ﹤0.01%
232,371
-974,304
2232
$8.14M ﹤0.01%
164,270
-330,100
2233
$8.12M ﹤0.01%
262,752
-13,350
2234
$8.12M ﹤0.01%
901,614
+630,480
2235
$8.11M ﹤0.01%
350,497
+88,658
2236
$8.09M ﹤0.01%
352,068
+80,991
2237
$8.08M ﹤0.01%
93,830
-178,623
2238
$8.07M ﹤0.01%
18,896
-5,198
2239
$8.07M ﹤0.01%
224,739
-10,880
2240
$8.07M ﹤0.01%
292,825
-136,123
2241
$8.06M ﹤0.01%
203,664
+106,749
2242
$8.06M ﹤0.01%
1,270,019
-132,975
2243
$8.04M ﹤0.01%
253,528
+69,286
2244
$8.04M ﹤0.01%
403,592
-160,391
2245
$8.03M ﹤0.01%
191,587
-69,888
2246
$8.01M ﹤0.01%
144,188
-73,559
2247
$7.99M ﹤0.01%
132,891
+21,127
2248
$7.99M ﹤0.01%
362,692
+88,133
2249
$7.98M ﹤0.01%
73,968
-69,272
2250
$7.98M ﹤0.01%
334,008
+76,158
88 89
90
91 92