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
5251
$150K ﹤0.01%
148
+139
5252
$150K ﹤0.01%
2,216
+406
5253
$150K ﹤0.01%
8,593
-31,015
5254
$149K ﹤0.01%
27,210
-105,947
5255
$149K ﹤0.01%
5,197
-3,664
5256
$149K ﹤0.01%
11,000
-3,204
5257
$149K ﹤0.01%
12,200
+4,147
5258
$149K ﹤0.01%
5,310
+1,036
5259
$148K ﹤0.01%
63,083
+3,014
5260
$148K ﹤0.01%
12,963
+6,708
5261
$148K ﹤0.01%
3,410
5262
$147K ﹤0.01%
3,457
-1,597
5263
$147K ﹤0.01%
6,289
-143,798
5264
$147K ﹤0.01%
6,493
-11,552
5265
$147K ﹤0.01%
9,446
5266
$147K ﹤0.01%
3,833
+272
5267
$146K ﹤0.01%
26
+16
5268
$146K ﹤0.01%
7,047
+506
5269
$146K ﹤0.01%
7,212
-19,124
5270
$145K ﹤0.01%
17,052
-72,389
5271
$145K ﹤0.01%
14,163
-54,787
5272
$145K ﹤0.01%
2,626
+1,344
5273
$144K ﹤0.01%
41,251
-998
5274
$144K ﹤0.01%
5,590
-636
5275
– –
0
209 210
211
212 213