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
4851
$321K ﹤0.01%
28,631
-7,277
4852
$320K ﹤0.01%
58,001
-4,593
4853
$320K ﹤0.01%
32,255
+32,239
4854
$316K ﹤0.01%
22
-26
4855
$316K ﹤0.01%
18,225
-16,160
4856
$316K ﹤0.01%
25,565
+3,450
4857
$315K ﹤0.01%
10,939
+2,733
4858
$314K ﹤0.01%
16,613
+225
4859
$313K ﹤0.01%
4,936
-277
4860
$313K ﹤0.01%
11,536
-6,365
4861
$312K ﹤0.01%
9,954
-2,660
4862
$311K ﹤0.01%
8,352
+3,061
4863
$310K ﹤0.01%
22,376
+10,323
4864
$309K ﹤0.01%
12,041
-8,368
4865
$309K ﹤0.01%
16,922
-5,674
4866
$308K ﹤0.01%
117,371
-2,056
4867
$307K ﹤0.01%
+6,135
4868
$307K ﹤0.01%
6,112
+1,004
4869
$306K ﹤0.01%
110,153
-5,984
4870
$306K ﹤0.01%
12,199
-2,347
4871
$306K ﹤0.01%
14,197
+246
4872
$306K ﹤0.01%
22,289
-37,989
4873
$305K ﹤0.01%
43,066
-216,707
4874
$305K ﹤0.01%
9,602
-2,974
4875
$305K ﹤0.01%
21,860
+2,992
193 194
195
196 197