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
4626
$460K ﹤0.01%
38,031
-151,534
4627
$460K ﹤0.01%
59,617
+34,565
4628
$460K ﹤0.01%
115,011
-88,143
4629
$459K ﹤0.01%
28,160
+3,003
4630
$459K ﹤0.01%
104,111
+1,839
4631
$457K ﹤0.01%
31,123
+2,157
4632
$457K ﹤0.01%
21,607
-4,108
4633
$457K ﹤0.01%
34,303
+18,743
4634
$457K ﹤0.01%
54,970
+47,324
4635
$456K ﹤0.01%
15,242
+44
4636
$456K ﹤0.01%
224
+170
4637
$456K ﹤0.01%
+45,370
4638
$455K ﹤0.01%
11,948
-107,089
4639
$455K ﹤0.01%
132,611
-202,190
4640
$454K ﹤0.01%
181,669
+18,309
4641
$453K ﹤0.01%
51,347
-224
4642
$452K ﹤0.01%
21,205
-47,829
4643
$452K ﹤0.01%
8,817
-705
4644
$452K ﹤0.01%
2,105
-3,612
4645
$451K ﹤0.01%
37,423
+7,186
4646
$450K ﹤0.01%
31,404
+2,319
4647
$449K ﹤0.01%
14,921
-157
4648
$449K ﹤0.01%
17,413
-10,698
4649
$448K ﹤0.01%
30,574
-9,463
4650
$448K ﹤0.01%
18,483
-30,233
184 185
186
187 188