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
4351
$672K ﹤0.01%
26,851
+10,670
4352
$671K ﹤0.01%
7,591
-12,883
4353
$670K ﹤0.01%
24,182
-73,808
4354
$670K ﹤0.01%
23,810
-2,720
4355
$670K ﹤0.01%
48,004
+41,840
4356
$668K ﹤0.01%
72,883
-49,736
4357
$668K ﹤0.01%
13,595
+10,745
4358
$667K ﹤0.01%
38,935
-5,130
4359
$667K ﹤0.01%
192,062
+55,478
4360
$666K ﹤0.01%
14,082
+3,996
4361
$666K ﹤0.01%
128,573
+64,734
4362
$666K ﹤0.01%
25,989
+10,355
4363
$665K ﹤0.01%
38,082
+8,801
4364
$665K ﹤0.01%
16,745
+2,083
4365
$665K ﹤0.01%
35,985
+23,996
4366
$665K ﹤0.01%
37,636
+6,519
4367
$664K ﹤0.01%
39,947
+23
4368
$663K ﹤0.01%
23,294
+229
4369
$663K ﹤0.01%
21,910
-10,860
4370
$662K ﹤0.01%
34,059
+25
4371
$662K ﹤0.01%
27,656
+9,469
4372
$660K ﹤0.01%
12,266
-2,844
4373
$657K ﹤0.01%
21,030
+8,958
4374
$656K ﹤0.01%
14,004
-246
4375
$656K ﹤0.01%
16,163
-29,641
173 174
175
176 177