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
5026
$240K ﹤0.01%
23,103
-7,606
5027
$239K ﹤0.01%
22,811
+21,334
5028
$239K ﹤0.01%
76,400
+59,100
5029
$238K ﹤0.01%
9,032
-10,881
5030
$237K ﹤0.01%
32,626
-309
5031
$237K ﹤0.01%
31,044
+6,932
5032
$237K ﹤0.01%
4,651
+4,619
5033
$237K ﹤0.01%
26,503
-131
5034
$236K ﹤0.01%
2,093
-3,948
5035
$235K ﹤0.01%
64,392
-28,954
5036
$235K ﹤0.01%
24
+1
5037
$234K ﹤0.01%
37,883
+8,585
5038
$231K ﹤0.01%
18,456
-3,441
5039
$231K ﹤0.01%
15,723
-5
5040
$229K ﹤0.01%
3,347
+650
5041
$229K ﹤0.01%
7,281
-4,793
5042
$229K ﹤0.01%
59,130
+1,820
5043
$229K ﹤0.01%
25,621
-17,104
5044
$229K ﹤0.01%
52,353
+12,692
5045
$228K ﹤0.01%
33,748
-6,457
5046
$228K ﹤0.01%
7,625
5047
$228K ﹤0.01%
35,772
-12,599
5048
$228K ﹤0.01%
42,388
-114,483
5049
$227K ﹤0.01%
8,486
-15,121
5050
$227K ﹤0.01%
35,876
-70,300
200 201
202
203 204