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
4751
$372K ﹤0.01%
17,524
+4,894
4752
$371K ﹤0.01%
2
-4
4753
$371K ﹤0.01%
5,481
-12,532
4754
$371K ﹤0.01%
20,935
+13,315
4755
$371K ﹤0.01%
10,980
-3,785
4756
$371K ﹤0.01%
13,513
-8,216
4757
$371K ﹤0.01%
9,792
-1,625
4758
$371K ﹤0.01%
22,857
-25,674
4759
$370K ﹤0.01%
52,931
+36,747
4760
$369K ﹤0.01%
66,431
+9,776
4761
$369K ﹤0.01%
20,550
-79,571
4762
$368K ﹤0.01%
8,727
+7,609
4763
$368K ﹤0.01%
311,545
-301,025
4764
$367K ﹤0.01%
36,263
-193,675
4765
$367K ﹤0.01%
28,492
-6,540
4766
$367K ﹤0.01%
16,824
-3,069
4767
$367K ﹤0.01%
26,206
-1,375
4768
$366K ﹤0.01%
2
+1
4769
$366K ﹤0.01%
27,740
+1,290
4770
$366K ﹤0.01%
27,552
+15,531
4771
$364K ﹤0.01%
12,874
-1,000
4772
$363K ﹤0.01%
19,475
-1,289
4773
$363K ﹤0.01%
28,888
-2,906
4774
$363K ﹤0.01%
17,821
-1,392
4775
$362K ﹤0.01%
13,003
+12,085
189 190
191
192 193