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
4551
$512K ﹤0.01%
12,552
-6,940
4552
$512K ﹤0.01%
27,460
-12,702
4553
$511K ﹤0.01%
9,875
-3,001
4554
$511K ﹤0.01%
82,305
-5,987
4555
$510K ﹤0.01%
38,817
-1,744
4556
$509K ﹤0.01%
+28,430
4557
$509K ﹤0.01%
8,365
-2,053
4558
$508K ﹤0.01%
641,950
+605,314
4559
$508K ﹤0.01%
32,688
+3,602
4560
$507K ﹤0.01%
365,150
-12,006
4561
$506K ﹤0.01%
74,658
-3,048
4562
$504K ﹤0.01%
46,378
-104,956
4563
$504K ﹤0.01%
20,509
+19,104
4564
$504K ﹤0.01%
134,079
-32,807
4565
$503K ﹤0.01%
20,502
+538
4566
$502K ﹤0.01%
11,443
+8,074
4567
$502K ﹤0.01%
19,157
+14,070
4568
$501K ﹤0.01%
21,242
+3,704
4569
$500K ﹤0.01%
139,257
-68,420
4570
$499K ﹤0.01%
26,333
-154,037
4571
$498K ﹤0.01%
21,134
+12,407
4572
$496K ﹤0.01%
26,762
+13,397
4573
$496K ﹤0.01%
15,852
-19,997
4574
$493K ﹤0.01%
16,811
-17,925
4575
$492K ﹤0.01%
27,590
-1,740
181 182
183
184 185