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
4926
$280K ﹤0.01%
81,787
+38,110
4927
$280K ﹤0.01%
223,562
-79,767
4928
$280K ﹤0.01%
65,307
-107,632
4929
$279K ﹤0.01%
14,548
-4,062
4930
$278K ﹤0.01%
15,674
-530
4931
$278K ﹤0.01%
9,232
+5,335
4932
$278K ﹤0.01%
16,398
-145
4933
$278K ﹤0.01%
9,193
+7,210
4934
$277K ﹤0.01%
11,609
+733
4935
– –
0
4936
$276K ﹤0.01%
36,667
+14,330
4937
$276K ﹤0.01%
1,676
+693
4938
$276K ﹤0.01%
6,864
+5,459
4939
$276K ﹤0.01%
52,837
-188
4940
$275K ﹤0.01%
561
+394
4941
$275K ﹤0.01%
5,883
-1,469
4942
$275K ﹤0.01%
1,853
+784
4943
$274K ﹤0.01%
24,399
+21,243
4944
$274K ﹤0.01%
4,951
-1,234
4945
$274K ﹤0.01%
17,907
+3,151
4946
$274K ﹤0.01%
29,243
+22,393
4947
$273K ﹤0.01%
6,724
-6,357
4948
$273K ﹤0.01%
71,349
-108,482
4949
$273K ﹤0.01%
9,136
+480
4950
$272K ﹤0.01%
355
+189
196 197
198
199 200