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
4601
$478K ﹤0.01%
18,667
+174
4602
$477K ﹤0.01%
35,555
-2,754
4603
$477K ﹤0.01%
12,068
+3,805
4604
$476K ﹤0.01%
17,213
-5,750
4605
$475K ﹤0.01%
29,735
-29,513
4606
$475K ﹤0.01%
79,750
+9,283
4607
$474K ﹤0.01%
24,529
-2,520
4608
$474K ﹤0.01%
66,635
-79,157
4609
$473K ﹤0.01%
25,386
-13,611
4610
$473K ﹤0.01%
23,044
+1,546
4611
$473K ﹤0.01%
10,133
-51,205
4612
$471K ﹤0.01%
29,062
+12,733
4613
$471K ﹤0.01%
+22,534
4614
$470K ﹤0.01%
4,437
+3
4615
$469K ﹤0.01%
16,924
+5,324
4616
$467K ﹤0.01%
73,556
-117,528
4617
$467K ﹤0.01%
5,342
+4,492
4618
$466K ﹤0.01%
16,901
-25,458
4619
$465K ﹤0.01%
24,708
+4,301
4620
$464K ﹤0.01%
24,941
-19,981
4621
$462K ﹤0.01%
457
-2,130
4622
$462K ﹤0.01%
15,246
+266
4623
$462K ﹤0.01%
9,498
-865
4624
$460K ﹤0.01%
1,667
-3,657
4625
$460K ﹤0.01%
8,750
+1,080
183 184
185
186 187