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
2326
$7.41M ﹤0.01%
492,304
-199,833
2327
$7.4M ﹤0.01%
256,595
+64,730
2328
$7.39M ﹤0.01%
309,165
+210,404
2329
$7.39M ﹤0.01%
326,712
+8,985
2330
$7.38M ﹤0.01%
317,872
+105,026
2331
$7.36M ﹤0.01%
275,900
+94,224
2332
$7.36M ﹤0.01%
61,020
-27,761
2333
$7.35M ﹤0.01%
103,512
-726,103
2334
$7.34M ﹤0.01%
479,919
+42,768
2335
$7.34M ﹤0.01%
329,450
-123,016
2336
$7.33M ﹤0.01%
64,160
-4,296
2337
$7.29M ﹤0.01%
169,926
+29,866
2338
$7.29M ﹤0.01%
101,370
-232,697
2339
$7.28M ﹤0.01%
607,497
-121,928
2340
$7.27M ﹤0.01%
81,116
-24,982
2341
$7.27M ﹤0.01%
385,556
+189,304
2342
$7.27M ﹤0.01%
144,926
+114,983
2343
$7.27M ﹤0.01%
2,143,691
+210,659
2344
$7.25M ﹤0.01%
284,642
-2,279,607
2345
$7.24M ﹤0.01%
146,002
+14,114
2346
$7.24M ﹤0.01%
311,716
+150,401
2347
$7.23M ﹤0.01%
179,248
-54,718
2348
$7.23M ﹤0.01%
92,559
+27,458
2349
$7.21M ﹤0.01%
134,864
+59,626
2350
$7.21M ﹤0.01%
222,086
+11,397
92 93
94
95 96