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
4051
$996K ﹤0.01%
972
-644
4052
$992K ﹤0.01%
133,958
+14,880
4053
$991K ﹤0.01%
22,658
-4,067
4054
$989K ﹤0.01%
192,528
-18,664
4055
$988K ﹤0.01%
92,422
+6,367
4056
$987K ﹤0.01%
196,249
-74,855
4057
$986K ﹤0.01%
356,256
+156,073
4058
$986K ﹤0.01%
28,357
+20,852
4059
$985K ﹤0.01%
90,449
+23,780
4060
$984K ﹤0.01%
270,438
+6,715
4061
$983K ﹤0.01%
255,845
-163,575
4062
$982K ﹤0.01%
49,981
+2,022
4063
$981K ﹤0.01%
39,318
+15,980
4064
$980K ﹤0.01%
24,891
+3,742
4065
$980K ﹤0.01%
66,518
-5,917
4066
$978K ﹤0.01%
44,356
-13,157
4067
$977K ﹤0.01%
92,746
+46,882
4068
$975K ﹤0.01%
30,191
+38
4069
$974K ﹤0.01%
142,521
-3,923
4070
$973K ﹤0.01%
78,534
+57,650
4071
$973K ﹤0.01%
36,545
+35,024
4072
$971K ﹤0.01%
246
-77
4073
$970K ﹤0.01%
+76,341
4074
$969K ﹤0.01%
21,177
+5,853
4075
$969K ﹤0.01%
72,938
+1,102
161 162
163
164 165