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
4401
$634K ﹤0.01%
17,942
+16,615
4402
$633K ﹤0.01%
99,488
+11,412
4403
$632K ﹤0.01%
+47,937
4404
$631K ﹤0.01%
16,426
-614
4405
$631K ﹤0.01%
2,418
-446
4406
$630K ﹤0.01%
13,088
-5,029
4407
$628K ﹤0.01%
19,289
-82,087
4408
$626K ﹤0.01%
14,285
+2,536
4409
$624K ﹤0.01%
31,520
-191,010
4410
$624K ﹤0.01%
43,507
+1,366
4411
$623K ﹤0.01%
29,600
+5,836
4412
$623K ﹤0.01%
47,832
-52,095
4413
$622K ﹤0.01%
6,818
+193
4414
$622K ﹤0.01%
21,803
-12,739
4415
$622K ﹤0.01%
31,267
-27,607
4416
$622K ﹤0.01%
44,782
+6,817
4417
$620K ﹤0.01%
55,825
-67,710
4418
$620K ﹤0.01%
37,342
+6,601
4419
$619K ﹤0.01%
25,074
-5,457
4420
$619K ﹤0.01%
132,251
+32,610
4421
$618K ﹤0.01%
24,978
+21,192
4422
$618K ﹤0.01%
21,993
+11,401
4423
$618K ﹤0.01%
46,692
-27,394
4424
$618K ﹤0.01%
79,745
+47,499
4425
$617K ﹤0.01%
99,223
-2,349
175 176
177
178 179