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
4526
$534K ﹤0.01%
17,601
-30,538
4527
$534K ﹤0.01%
54,364
+1,250
4528
$533K ﹤0.01%
10,660
-706
4529
$532K ﹤0.01%
8,036
+2,051
4530
$531K ﹤0.01%
25,310
+9,611
4531
$531K ﹤0.01%
48,280
+10,467
4532
$530K ﹤0.01%
30,354
-5,168
4533
$530K ﹤0.01%
59,708
+6,210
4534
$528K ﹤0.01%
29,254
+3,974
4535
$527K ﹤0.01%
7,954
-462
4536
$525K ﹤0.01%
41,198
-17,832
4537
$524K ﹤0.01%
17,500
-141,235
4538
$522K ﹤0.01%
22,924
-39,966
4539
$522K ﹤0.01%
45,307
+31,932
4540
$522K ﹤0.01%
26,378
-10,562
4541
$521K ﹤0.01%
91,144
+1,471
4542
$521K ﹤0.01%
28,142
-20,923
4543
$520K ﹤0.01%
10,622
+5,954
4544
$519K ﹤0.01%
13,786
-12,137
4545
$518K ﹤0.01%
116,990
-44,789
4546
$518K ﹤0.01%
21,406
-136,547
4547
$517K ﹤0.01%
+23,632
4548
$515K ﹤0.01%
32,307
+29,307
4549
$514K ﹤0.01%
3,277
-315
4550
$512K ﹤0.01%
20,895
-13,055
180 181
182
183 184