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
4776
$361K ﹤0.01%
20,412
-34,072
4777
$361K ﹤0.01%
62,086
-42,530
4778
$361K ﹤0.01%
33,959
-167,972
4779
$361K ﹤0.01%
63,164
-98,648
4780
$360K ﹤0.01%
23,224
+2,824
4781
$360K ﹤0.01%
7,258
+1,866
4782
$360K ﹤0.01%
28,972
-394,791
4783
$359K ﹤0.01%
14,156
+10,981
4784
$358K ﹤0.01%
52,655
+9,301
4785
$357K ﹤0.01%
122,662
-47,734
4786
$355K ﹤0.01%
29,219
-2,183
4787
$355K ﹤0.01%
27,691
+12,473
4788
$353K ﹤0.01%
20,165
-576
4789
$353K ﹤0.01%
7,094
-15,000
4790
$353K ﹤0.01%
69,129
-27,383
4791
$353K ﹤0.01%
50,633
-105,462
4792
$353K ﹤0.01%
395,593
+20,830
4793
$353K ﹤0.01%
276,213
+66,766
4794
$352K ﹤0.01%
22,849
-12,715
4795
$351K ﹤0.01%
14,220
+10,882
4796
$350K ﹤0.01%
47,821
-83,169
4797
$349K ﹤0.01%
24,960
+1,240
4798
$347K ﹤0.01%
45,357
-1,113
4799
$346K ﹤0.01%
6,550
+161
4800
$346K ﹤0.01%
15,459
-32,522
190 191
192
193 194