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
5326
$129K ﹤0.01%
5,706
-3,101
5327
$128K ﹤0.01%
5,590
-1,195
5328
$128K ﹤0.01%
15,411
-1,921
5329
$128K ﹤0.01%
+243,190
5330
$127K ﹤0.01%
4,049
+429
5331
$127K ﹤0.01%
16,718
+7,400
5332
$127K ﹤0.01%
15,435
+975
5333
$127K ﹤0.01%
69,844
5334
$127K ﹤0.01%
7,047
-145
5335
$126K ﹤0.01%
1,701
+290
5336
$126K ﹤0.01%
1,672
+105
5337
$126K ﹤0.01%
7,101
-1,128
5338
$126K ﹤0.01%
132,363
-429,789
5339
$126K ﹤0.01%
204,204
-85,712
5340
$125K ﹤0.01%
6,932
-47,882
5341
$125K ﹤0.01%
3,472
-1,934
5342
$125K ﹤0.01%
3,942
-1,401
5343
$125K ﹤0.01%
35,981
-1,396
5344
$124K ﹤0.01%
6,853
+3,445
5345
$124K ﹤0.01%
19,500
-146,394
5346
$124K ﹤0.01%
4,482
-4,694
5347
$123K ﹤0.01%
2,199
+1,975
5348
$123K ﹤0.01%
10,206
+750
5349
$123K ﹤0.01%
9,781
+2,160
5350
$122K ﹤0.01%
9,326
+1,233
212 213
214
215 216