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
5151
$187K ﹤0.01%
141,440
+86,440
5152
$187K ﹤0.01%
4,432
+3,117
5153
$187K ﹤0.01%
22,768
-35
5154
$187K ﹤0.01%
9,240
-1,705
5155
$187K ﹤0.01%
3,772
+3,467
5156
$186K ﹤0.01%
19,683
+1,147
5157
$186K ﹤0.01%
608
-2,245
5158
$186K ﹤0.01%
9,301
+2,990
5159
$185K ﹤0.01%
46,083
-81,674
5160
$185K ﹤0.01%
12,231
-6,400
5161
$185K ﹤0.01%
15,044
-825,708
5162
$184K ﹤0.01%
16,375
+739
5163
$183K ﹤0.01%
33,618
-1,251
5164
$182K ﹤0.01%
9,392
+8,521
5165
$182K ﹤0.01%
1,956
-3,186
5166
$182K ﹤0.01%
3,809
+750
5167
$182K ﹤0.01%
4,423
-9,407
5168
$181K ﹤0.01%
8,209
-9,520
5169
$181K ﹤0.01%
11,771
-909
5170
$181K ﹤0.01%
24,230
+5,369
5171
$179K ﹤0.01%
4,490
-88,394
5172
$179K ﹤0.01%
10,849
+6,321
5173
$178K ﹤0.01%
16,514
-227,094
5174
$177K ﹤0.01%
13,866
-22
5175
$177K ﹤0.01%
2,376
-743
205 206
207
208 209