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
4251
$763K ﹤0.01%
20,037
-988
4252
$761K ﹤0.01%
36,656
+1,163
4253
$761K ﹤0.01%
102,310
-165,640
4254
$761K ﹤0.01%
11,936
+370
4255
$761K ﹤0.01%
55,936
+7,028
4256
$761K ﹤0.01%
183,419
-97,566
4257
$761K ﹤0.01%
149,660
-149,789
4258
$760K ﹤0.01%
28,351
+563
4259
$759K ﹤0.01%
72,986
+22,525
4260
$759K ﹤0.01%
42,094
-41,768
4261
$759K ﹤0.01%
37,922
-1,800
4262
$758K ﹤0.01%
306,802
+48,098
4263
$758K ﹤0.01%
41,535
+37,964
4264
$758K ﹤0.01%
313,172
-10,468
4265
$756K ﹤0.01%
61,196
-7,204
4266
$756K ﹤0.01%
27,334
-23,457
4267
$751K ﹤0.01%
21,467
-1,293
4268
$748K ﹤0.01%
56,626
+49,293
4269
$747K ﹤0.01%
22,635
+10,400
4270
$747K ﹤0.01%
46,400
-3,780
4271
$746K ﹤0.01%
18,014
+43
4272
$746K ﹤0.01%
111,815
-10,217
4273
$745K ﹤0.01%
147,835
+46,723
4274
$744K ﹤0.01%
36,707
-1,348
4275
$744K ﹤0.01%
8,825
+6,124
169 170
171
172 173