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
4651
$446K ﹤0.01%
35,465
-28,863
4652
$446K ﹤0.01%
9,386
-223
4653
– –
0
4654
$445K ﹤0.01%
40,347
+16,104
4655
$443K ﹤0.01%
11,563
-224
4656
$443K ﹤0.01%
79,101
+1,393
4657
$443K ﹤0.01%
11,830
+2,236
4658
$443K ﹤0.01%
18,433
-381,897
4659
$442K ﹤0.01%
45,809
+3,540
4660
$441K ﹤0.01%
47,714
-1,446
4661
$440K ﹤0.01%
16,681
-2,933
4662
$440K ﹤0.01%
53,520
+32,861
4663
$440K ﹤0.01%
37,723
+13,828
4664
$439K ﹤0.01%
44,615
-1,050
4665
$439K ﹤0.01%
+31,257
4666
$438K ﹤0.01%
65,868
+3,450
4667
$438K ﹤0.01%
597
-3,619
4668
$437K ﹤0.01%
28,445
-10,600
4669
$436K ﹤0.01%
408
-198
4670
$436K ﹤0.01%
61,403
-41,500
4671
$435K ﹤0.01%
51,308
-75,313
4672
$433K ﹤0.01%
12,867
-7,814
4673
$433K ﹤0.01%
10,739
-1,693
4674
$432K ﹤0.01%
43,244
+17,774
4675
$432K ﹤0.01%
18,661
+1,181
185 186
187
188 189