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
5126
$196K ﹤0.01%
28,160
-53,045
5127
$195K ﹤0.01%
10,115
-15,415
5128
$195K ﹤0.01%
52,896
+52,858
5129
$194K ﹤0.01%
13,423
+1,428
5130
$194K ﹤0.01%
+8,009
5131
$194K ﹤0.01%
3,427
-4,067
5132
$194K ﹤0.01%
25,781
+2,955
5133
$194K ﹤0.01%
+1,409
5134
$193K ﹤0.01%
48,578
-56,183
5135
$192K ﹤0.01%
14,558
+14,526
5136
$191K ﹤0.01%
15,888
-2,400
5137
$191K ﹤0.01%
10,000
5138
$191K ﹤0.01%
13,053
+10,886
5139
$190K ﹤0.01%
+7,240
5140
$190K ﹤0.01%
8,950
+3,845
5141
$189K ﹤0.01%
28,903
-35,857
5142
$189K ﹤0.01%
30,686
-7,517
5143
$189K ﹤0.01%
3,730
-2,468
5144
$188K ﹤0.01%
9,805
+2,315
5145
$188K ﹤0.01%
9,606
+1,376
5146
$188K ﹤0.01%
12,406
-7,351
5147
$188K ﹤0.01%
42,124
+26,395
5148
$188K ﹤0.01%
5,060
+4,410
5149
$187K ﹤0.01%
4,099
-880
5150
$187K ﹤0.01%
4,449
-1,061
204 205
206
207 208