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
5201
$166K ﹤0.01%
22,315
-547
5202
$165K ﹤0.01%
11,413
+2,270
5203
$165K ﹤0.01%
19,899
5204
$164K ﹤0.01%
3,670
+157
5205
$164K ﹤0.01%
+13,509
5206
$164K ﹤0.01%
11,722
+11,030
5207
$164K ﹤0.01%
1,175
-4,193
5208
$164K ﹤0.01%
11,405
+42
5209
$163K ﹤0.01%
10,633
+7,555
5210
$163K ﹤0.01%
203
-872
5211
$163K ﹤0.01%
3,552
-4,739
5212
$163K ﹤0.01%
20,400
+20,269
5213
$162K ﹤0.01%
51,270
+780
5214
$162K ﹤0.01%
1,300
5215
$162K ﹤0.01%
7,716
-84,454
5216
$162K ﹤0.01%
6,339
-60,629
5217
$161K ﹤0.01%
9,673
-10,381
5218
$161K ﹤0.01%
5,023
5219
$161K ﹤0.01%
+7,408
5220
$160K ﹤0.01%
9,111
-2,111
5221
$160K ﹤0.01%
23,794
+1,488
5222
$159K ﹤0.01%
6,014
-11,022
5223
$159K ﹤0.01%
2,600
5224
$159K ﹤0.01%
1,443
+462
5225
$158K ﹤0.01%
860
-2
207 208
209
210 211