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
2301
$7.58M ﹤0.01%
222,570
+7,812
2302
$7.57M ﹤0.01%
86,012
-37,868
2303
$7.57M ﹤0.01%
60,235
+27,983
2304
$7.57M ﹤0.01%
142,992
-195,339
2305
$7.57M ﹤0.01%
145,246
-15,797
2306
$7.55M ﹤0.01%
614,556
+178,471
2307
$7.55M ﹤0.01%
464,163
+71,485
2308
$7.54M ﹤0.01%
378,540
-75,010
2309
$7.54M ﹤0.01%
132,558
+7,407
2310
$7.51M ﹤0.01%
75,567
-781
2311
$7.5M ﹤0.01%
353,259
+16,944
2312
$7.49M ﹤0.01%
198,661
+69,556
2313
$7.48M ﹤0.01%
262,097
-74,677
2314
$7.48M ﹤0.01%
473,776
+119,018
2315
$7.48M ﹤0.01%
1,555,293
-1,437,077
2316
$7.48M ﹤0.01%
+1,244,253
2317
$7.47M ﹤0.01%
385,038
-33,219
2318
$7.46M ﹤0.01%
174,255
+102,810
2319
$7.46M ﹤0.01%
288,406
+26,285
2320
$7.46M ﹤0.01%
477,581
+85,849
2321
$7.46M ﹤0.01%
227,122
-140,186
2322
$7.45M ﹤0.01%
195,427
-20,572
2323
$7.42M ﹤0.01%
1,353,939
-787,180
2324
$7.42M ﹤0.01%
141,379
-192,139
2325
$7.41M ﹤0.01%
398,937
-14,505
91 92
93
94 95