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
4801
$346K ﹤0.01%
20,684
+553
4802
$346K ﹤0.01%
+56,171
4803
$345K ﹤0.01%
19,843
-4,437
4804
$345K ﹤0.01%
15,186
-6,728
4805
$344K ﹤0.01%
39,424
+23,632
4806
$343K ﹤0.01%
36,829
+7,945
4807
$342K ﹤0.01%
3,205
-1,218
4808
$342K ﹤0.01%
16,916
-11,262
4809
$341K ﹤0.01%
4,000
-4,601
4810
$341K ﹤0.01%
90,355
-284,080
4811
$341K ﹤0.01%
2,446
-948
4812
$341K ﹤0.01%
29,214
-2,198
4813
$341K ﹤0.01%
31,300
+3,745
4814
$340K ﹤0.01%
5,514
-208
4815
$340K ﹤0.01%
12,469
-2,150
4816
$340K ﹤0.01%
13,889
-2,632
4817
$339K ﹤0.01%
8,710
-9,720
4818
$339K ﹤0.01%
25,654
-1,529
4819
$338K ﹤0.01%
16,472
+7,386
4820
$338K ﹤0.01%
18,001
-35,946
4821
$337K ﹤0.01%
36,348
-2,440
4822
$337K ﹤0.01%
14,781
-7,890
4823
$336K ﹤0.01%
8,398
+2,633
4824
$334K ﹤0.01%
8,161
+1,824
4825
$334K ﹤0.01%
16,478
-3,926
191 192
193
194 195