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
4951
$271K ﹤0.01%
+263
4952
$271K ﹤0.01%
18,554
-12,804
4953
$269K ﹤0.01%
5,714
-1,313
4954
$269K ﹤0.01%
191,950
+172,097
4955
$268K ﹤0.01%
6,001
-99
4956
$266K ﹤0.01%
52,971
+14,710
4957
$266K ﹤0.01%
36,495
+34,149
4958
$266K ﹤0.01%
8,695
-2,780
4959
$266K ﹤0.01%
32,716
-24
4960
$266K ﹤0.01%
64,824
-38,179
4961
$265K ﹤0.01%
15,620
-3,044
4962
$265K ﹤0.01%
8,647
-38,916
4963
$265K ﹤0.01%
39,005
+10,252
4964
$265K ﹤0.01%
14,938
-28,175
4965
$265K ﹤0.01%
137,500
+13,000
4966
$264K ﹤0.01%
24,876
4967
$263K ﹤0.01%
10,012
-20,376
4968
$263K ﹤0.01%
68,556
-80,754
4969
$263K ﹤0.01%
12,614
-21,568
4970
$262K ﹤0.01%
11,821
+2,168
4971
$262K ﹤0.01%
7,308
+6,624
4972
$262K ﹤0.01%
14,978
-10,647
4973
$262K ﹤0.01%
12,555
-119,364
4974
$260K ﹤0.01%
9,218
-1,436
4975
$260K ﹤0.01%
14,029
197 198
199
200 201