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
5176
$177K ﹤0.01%
25,965
-8,114
5177
$176K ﹤0.01%
5,854
+3,258
5178
$175K ﹤0.01%
53,800
-90,631
5179
$175K ﹤0.01%
+6,739
5180
$175K ﹤0.01%
4,808
-510
5181
$174K ﹤0.01%
9,540
+804
5182
$174K ﹤0.01%
128,207
-98,408
5183
$173K ﹤0.01%
8,768
+5,838
5184
$173K ﹤0.01%
5,760
-640
5185
$172K ﹤0.01%
7,400
+5,600
5186
$171K ﹤0.01%
19,489
+6,296
5187
$171K ﹤0.01%
5,182
+1,933
5188
$171K ﹤0.01%
1,939
-12,407
5189
$170K ﹤0.01%
8,416
-24,427
5190
$170K ﹤0.01%
6,114
5191
$168K ﹤0.01%
414
-1,033
5192
$168K ﹤0.01%
5,343
-2,440
5193
$168K ﹤0.01%
2,242
+161
5194
$168K ﹤0.01%
998
+426
5195
$168K ﹤0.01%
9,398
-17,501
5196
$168K ﹤0.01%
11,963
+6,231
5197
$167K ﹤0.01%
33
-32
5198
$166K ﹤0.01%
626
-76
5199
$166K ﹤0.01%
15,928
-212,649
5200
$166K ﹤0.01%
6,918
-4,146
206 207
208
209 210