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
4976
$260K ﹤0.01%
12,094
-4,731
4977
$259K ﹤0.01%
26,501
+23,696
4978
$258K ﹤0.01%
10,567
-2,309
4979
$258K ﹤0.01%
9,657
-585
4980
$258K ﹤0.01%
347,320
+51,595
4981
$257K ﹤0.01%
19,525
-9,688
4982
$257K ﹤0.01%
13,619
+3,129
4983
$257K ﹤0.01%
14,192
+926
4984
$257K ﹤0.01%
17,507
+6,269
4985
$255K ﹤0.01%
15,324
+2,980
4986
$254K ﹤0.01%
24,035
-3,916
4987
$254K ﹤0.01%
18,250
+1,047
4988
$254K ﹤0.01%
25,225
+1,345
4989
$253K ﹤0.01%
17,076
+8,055
4990
$253K ﹤0.01%
12,370
+83
4991
$252K ﹤0.01%
16,969
+10
4992
$251K ﹤0.01%
6,373
+2,022
4993
$250K ﹤0.01%
119,349
+58,252
4994
$250K ﹤0.01%
31,488
+7,778
4995
$250K ﹤0.01%
38,400
-147
4996
$250K ﹤0.01%
18,584
-5,445
4997
$249K ﹤0.01%
8,200
+1,960
4998
$249K ﹤0.01%
+2,888
4999
$248K ﹤0.01%
3,662
-1,298
5000
$248K ﹤0.01%
89,167
+26,138
198 199
200
201 202