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
5001
$247K ﹤0.01%
20,854
+3,937
5002
$247K ﹤0.01%
49,178
-131,357
5003
$247K ﹤0.01%
25,840
+13,044
5004
$247K ﹤0.01%
12,498
+1,697
5005
$247K ﹤0.01%
10,632
-36,077
5006
$246K ﹤0.01%
23,599
-68,287
5007
$246K ﹤0.01%
5,939
-3,070
5008
$246K ﹤0.01%
15,191
-1,214
5009
$246K ﹤0.01%
18,262
-79,321
5010
– –
0
5011
$244K ﹤0.01%
4,075
-8,188
5012
$243K ﹤0.01%
+5,679
5013
$243K ﹤0.01%
620
-323
5014
$243K ﹤0.01%
6,796
+6,666
5015
$243K ﹤0.01%
46,830
+43,082
5016
$243K ﹤0.01%
22,830
-538
5017
$243K ﹤0.01%
18,551
+561
5018
$242K ﹤0.01%
25,806
+18,824
5019
$242K ﹤0.01%
18,781
+345
5020
$242K ﹤0.01%
111,533
-11,823
5021
$242K ﹤0.01%
12,303
-24,778
5022
$242K ﹤0.01%
8,902
-675
5023
$242K ﹤0.01%
12,034
-3
5024
$241K ﹤0.01%
47,602
+4,166
5025
$241K ﹤0.01%
36,510
-1,948
199 200
201
202 203