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
4426
$617K ﹤0.01%
47,939
-9,075
4427
$616K ﹤0.01%
36,151
+35,413
4428
$616K ﹤0.01%
162,953
+130,946
4429
$615K ﹤0.01%
28,408
-3,638
4430
$613K ﹤0.01%
45,992
+3,150
4431
$613K ﹤0.01%
36,098
+964
4432
$613K ﹤0.01%
15,756
+3,347
4433
$612K ﹤0.01%
57,225
-48,329
4434
$612K ﹤0.01%
11,024
-4,284
4435
$611K ﹤0.01%
186,408
-237,872
4436
$610K ﹤0.01%
88,171
+68,912
4437
$609K ﹤0.01%
43,848
-51,423
4438
$608K ﹤0.01%
97,115
+4,741
4439
$607K ﹤0.01%
24,874
-13,355
4440
$606K ﹤0.01%
34,434
-338
4441
$605K ﹤0.01%
32,578
-14,871
4442
$605K ﹤0.01%
59,153
-1,993
4443
$603K ﹤0.01%
288,602
-1,308,592
4444
$603K ﹤0.01%
8,131
-930
4445
$603K ﹤0.01%
44,694
-35,923
4446
$603K ﹤0.01%
36,642
-71,819
4447
$599K ﹤0.01%
10
-17
4448
$599K ﹤0.01%
133,989
-43,625
4449
$598K ﹤0.01%
24,402
-49,182
4450
$598K ﹤0.01%
142,355
176 177
178
179 180