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
4301
$714K ﹤0.01%
79,450
+2,566
4302
$714K ﹤0.01%
63,874
-25,640
4303
$714K ﹤0.01%
24,966
+226
4304
$714K ﹤0.01%
97,387
+49,278
4305
$713K ﹤0.01%
18,082
-6,156
4306
$713K ﹤0.01%
+42,548
4307
$712K ﹤0.01%
2,969
+2,154
4308
$712K ﹤0.01%
+34,485
4309
$712K ﹤0.01%
60,113
+32,850
4310
$711K ﹤0.01%
40,543
-17,506
4311
$709K ﹤0.01%
13,466
+4,350
4312
$707K ﹤0.01%
144,126
-37,805
4313
$705K ﹤0.01%
51,519
-238,880
4314
$705K ﹤0.01%
35,007
+18,267
4315
$705K ﹤0.01%
189,482
+100,863
4316
$702K ﹤0.01%
16,057
-1,677
4317
$701K ﹤0.01%
23,078
+5,554
4318
$699K ﹤0.01%
108,669
+14,294
4319
$699K ﹤0.01%
143,778
-120,136
4320
$699K ﹤0.01%
237,008
-79,666
4321
$698K ﹤0.01%
44,839
-21,753
4322
$695K ﹤0.01%
41,646
-18,383
4323
$695K ﹤0.01%
+23,000
4324
$691K ﹤0.01%
16,188
+9,517
4325
$691K ﹤0.01%
34,363
-3,248
171 172
173
174 175