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
5101
$204K ﹤0.01%
4,735
-266
5102
$204K ﹤0.01%
13,697
+11,797
5103
$204K ﹤0.01%
2,489
-48
5104
$204K ﹤0.01%
3,721
-151
5105
$203K ﹤0.01%
29,742
-14,180
5106
$203K ﹤0.01%
82,142
-86,841
5107
$202K ﹤0.01%
7
5108
$202K ﹤0.01%
14,413
-64,706
5109
$202K ﹤0.01%
14,187
-555
5110
$202K ﹤0.01%
8,858
-916
5111
$201K ﹤0.01%
27,885
+18,478
5112
$201K ﹤0.01%
5,238
+4,293
5113
$201K ﹤0.01%
1,647
-839
5114
$200K ﹤0.01%
27,247
-4,959
5115
$200K ﹤0.01%
64,777
-33,533
5116
$199K ﹤0.01%
6,329
+6,296
5117
$199K ﹤0.01%
11,779
-482
5118
$198K ﹤0.01%
5,200
+2,878
5119
$198K ﹤0.01%
4,242
+4,042
5120
$198K ﹤0.01%
10,280
-12,158
5121
$197K ﹤0.01%
14,916
-6,650
5122
$197K ﹤0.01%
9,695
-21,024
5123
$197K ﹤0.01%
27,594
-104,496
5124
$197K ﹤0.01%
11,051
+20
5125
$196K ﹤0.01%
25,892
+19,458
203 204
205
206 207