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
4476
$580K ﹤0.01%
60,479
+37,764
4477
$577K ﹤0.01%
7,800
-6,976
4478
$574K ﹤0.01%
13,156
-3,077
4479
$572K ﹤0.01%
233,536
-813,674
4480
$571K ﹤0.01%
12,224
+7,430
4481
$570K ﹤0.01%
12,017
-3,154
4482
$570K ﹤0.01%
34,927
-14,798
4483
$570K ﹤0.01%
46,766
+21,332
4484
$569K ﹤0.01%
39,922
+14,424
4485
$569K ﹤0.01%
44,327
+30,331
4486
$568K ﹤0.01%
7,417
+366
4487
$568K ﹤0.01%
61,127
-10,415
4488
$567K ﹤0.01%
13,233
+680
4489
$567K ﹤0.01%
4,035
+3,499
4490
$567K ﹤0.01%
18,360
+4,544
4491
$565K ﹤0.01%
3,098
+714
4492
$564K ﹤0.01%
11,401
+10,916
4493
$562K ﹤0.01%
37,521
-15,570
4494
$559K ﹤0.01%
16,770
+2,852
4495
$559K ﹤0.01%
50,197
+24,051
4496
$558K ﹤0.01%
11,096
-11,829
4497
$558K ﹤0.01%
15,465
-17,039
4498
$556K ﹤0.01%
168,111
+112,885
4499
$555K ﹤0.01%
43,628
-5,343
4500
$554K ﹤0.01%
24,128
-6,215
178 179
180
181 182