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
5376
$116K ﹤0.01%
19,805
+18,595
5377
$116K ﹤0.01%
24,115
+6,638
5378
$116K ﹤0.01%
5,505
5379
$115K ﹤0.01%
2,340
-5,163
5380
$115K ﹤0.01%
14,392
+3,140
5381
$113K ﹤0.01%
9,236
-11,756
5382
– –
0
5383
$112K ﹤0.01%
12,429
+853
5384
$112K ﹤0.01%
4,417
-337
5385
$111K ﹤0.01%
60,998
+17,112
5386
$111K ﹤0.01%
14,695
-400
5387
$111K ﹤0.01%
7,560
+3,498
5388
$111K ﹤0.01%
11,319
+1,942
5389
$111K ﹤0.01%
4,570
-3,665
5390
$111K ﹤0.01%
7,148
-2,981
5391
$111K ﹤0.01%
6,219
-35,471
5392
$110K ﹤0.01%
20
+9
5393
$110K ﹤0.01%
11,136
+7,856
5394
$110K ﹤0.01%
1,608
-678
5395
$109K ﹤0.01%
5,980
+3,976
5396
$109K ﹤0.01%
8,258
-780
5397
$109K ﹤0.01%
7,766
+5,094
5398
$109K ﹤0.01%
6,031
-140,006
5399
$108K ﹤0.01%
10,275
+5,654
5400
$108K ﹤0.01%
6,503
-10,258
214 215
216
217 218