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
5226
$158K ﹤0.01%
48,527
-227,020
5227
$157K ﹤0.01%
10,935
+8,314
5228
$156K ﹤0.01%
29,525
+8,765
5229
$156K ﹤0.01%
+6,232
5230
$156K ﹤0.01%
5,364
-1,478
5231
$155K ﹤0.01%
5,938
+196
5232
$155K ﹤0.01%
12,965
+4,278
5233
$155K ﹤0.01%
21,678
-6,135
5234
$154K ﹤0.01%
7,324
-7,697
5235
$154K ﹤0.01%
32,256
+15,488
5236
$154K ﹤0.01%
12,527
-12,037
5237
$154K ﹤0.01%
4,781
+1,342
5238
$154K ﹤0.01%
15,547
+7,398
5239
$152K ﹤0.01%
10,022
-2,108
5240
$152K ﹤0.01%
37,866
-80,305
5241
$152K ﹤0.01%
11,224
-23,058
5242
$151K ﹤0.01%
16,030
-84,705
5243
$151K ﹤0.01%
6,313
+3,233
5244
$151K ﹤0.01%
8
+4
5245
$151K ﹤0.01%
417
+411
5246
$150K ﹤0.01%
18,890
+4,942
5247
$150K ﹤0.01%
7,012
+6,858
5248
$150K ﹤0.01%
3,837
-7,479
5249
$150K ﹤0.01%
232,412
-211,240
5250
$150K ﹤0.01%
69
+19
208 209
210
211 212