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
4826
$334K ﹤0.01%
39,131
-23,920
4827
$332K ﹤0.01%
29,300
+21,060
4828
$332K ﹤0.01%
40,173
+28,019
4829
$332K ﹤0.01%
24,718
+1,298
4830
$332K ﹤0.01%
21,114
-5,198
4831
$331K ﹤0.01%
6,603
+4,642
4832
$330K ﹤0.01%
19,598
-4,916
4833
$330K ﹤0.01%
14,202
-4,528
4834
$330K ﹤0.01%
5,986
+1,486
4835
$328K ﹤0.01%
21,147
+20,936
4836
$328K ﹤0.01%
36,560
+10,936
4837
$327K ﹤0.01%
16,278
+3,797
4838
$327K ﹤0.01%
6,350
+6,300
4839
$327K ﹤0.01%
11,667
-3,879
4840
$326K ﹤0.01%
15,460
-49,350
4841
$326K ﹤0.01%
38,400
+640
4842
$326K ﹤0.01%
2,964
-2,400
4843
$325K ﹤0.01%
+18
4844
$325K ﹤0.01%
19,806
-36,774
4845
$324K ﹤0.01%
172,481
4846
$324K ﹤0.01%
13,466
+1,948
4847
$323K ﹤0.01%
29,733
-11,264
4848
$323K ﹤0.01%
21,764
+1,214
4849
$323K ﹤0.01%
21,716
-29
4850
$322K ﹤0.01%
12,141
+5,050
192 193
194
195 196