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
4276
$743K ﹤0.01%
18,574
-3,682
4277
$742K ﹤0.01%
10,711
+240
4278
$741K ﹤0.01%
97,262
-47,477
4279
$741K ﹤0.01%
94,325
+43
4280
$739K ﹤0.01%
39,029
-136,574
4281
$737K ﹤0.01%
60,750
-71,555
4282
$736K ﹤0.01%
36,110
+14,690
4283
$731K ﹤0.01%
22,183
-1,618
4284
$731K ﹤0.01%
34,359
-120
4285
$730K ﹤0.01%
10,853
+164
4286
$728K ﹤0.01%
14,564
+5,639
4287
$728K ﹤0.01%
53,334
+53,057
4288
$725K ﹤0.01%
572
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4289
$725K ﹤0.01%
12,934
+2,974
4290
$724K ﹤0.01%
9,149
+6,764
4291
$724K ﹤0.01%
233,623
+174,613
4292
$723K ﹤0.01%
79,921
+1,089
4293
$723K ﹤0.01%
14,793
+306
4294
$720K ﹤0.01%
46,802
-15,210
4295
$720K ﹤0.01%
8,954
+1,683
4296
$718K ﹤0.01%
80,513
-583,901
4297
$717K ﹤0.01%
224,853
+98,844
4298
$716K ﹤0.01%
82,147
+74,680
4299
$716K ﹤0.01%
94,705
+47,719
4300
$714K ﹤0.01%
28,048
-92
170 171
172
173 174