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
4576
$492K ﹤0.01%
24,787
-122,337
4577
$491K ﹤0.01%
24,971
-12,296
4578
$490K ﹤0.01%
25,508
-5,668
4579
$490K ﹤0.01%
37,867
-21,470
4580
$489K ﹤0.01%
143,974
+70,311
4581
$489K ﹤0.01%
170,953
-106,247
4582
$488K ﹤0.01%
+890
4583
$488K ﹤0.01%
98,573
-18,106
4584
$488K ﹤0.01%
35,071
-1,065
4585
$486K ﹤0.01%
14,676
-22,561
4586
$486K ﹤0.01%
32,746
+3,708
4587
$485K ﹤0.01%
33,525
-14,545
4588
$485K ﹤0.01%
1,244
-3,459
4589
$485K ﹤0.01%
5,031
-1,953
4590
$484K ﹤0.01%
16,073
-14,135
4591
$483K ﹤0.01%
20,200
-41,321
4592
$483K ﹤0.01%
211,170
-72,244
4593
$482K ﹤0.01%
45,375
-8,333
4594
$481K ﹤0.01%
50,898
-87,168
4595
$481K ﹤0.01%
18,144
-5,814
4596
$481K ﹤0.01%
27,748
-8,240
4597
$480K ﹤0.01%
185,498
-106,595
4598
$480K ﹤0.01%
32,156
+6,292
4599
$480K ﹤0.01%
79,949
-423
4600
$478K ﹤0.01%
9,359
+780
182 183
184
185 186