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
4376
$655K ﹤0.01%
16,351
+951
4377
$654K ﹤0.01%
32,589
-5,014
4378
$654K ﹤0.01%
60,206
+8,857
4379
$653K ﹤0.01%
34,719
-101,116
4380
$653K ﹤0.01%
26,848
-29,721
4381
$651K ﹤0.01%
139,630
+98,175
4382
$651K ﹤0.01%
357,773
+65,961
4383
$650K ﹤0.01%
54,232
-98,283
4384
$648K ﹤0.01%
16,453
+2,509
4385
$646K ﹤0.01%
2,259
+900
4386
$646K ﹤0.01%
38,837
-563
4387
$646K ﹤0.01%
37,556
+26,220
4388
$644K ﹤0.01%
48,743
-74,458
4389
$644K ﹤0.01%
107,242
-331,135
4390
$642K ﹤0.01%
54,188
-962,064
4391
$641K ﹤0.01%
20,993
-19,933
4392
$641K ﹤0.01%
3,235
+1,703
4393
$640K ﹤0.01%
26,243
-60,007
4394
$639K ﹤0.01%
57,508
-6,106
4395
$638K ﹤0.01%
229,650
+125,450
4396
$637K ﹤0.01%
17,376
-762
4397
$636K ﹤0.01%
68,239
-115,963
4398
$636K ﹤0.01%
100,523
+33,315
4399
$636K ﹤0.01%
47,351
-8,421
4400
$635K ﹤0.01%
130,927
+50,268
174 175
176
177 178