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
5426
$100K ﹤0.01%
+120
5427
$100K ﹤0.01%
+3,676
5428
– –
0
5429
$100K ﹤0.01%
149
-1,955
5430
$100K ﹤0.01%
11,472
+1,400
5431
$100K ﹤0.01%
2,211
-3,200
5432
$100K ﹤0.01%
89,375
-1,600
5433
$99K ﹤0.01%
16,380
-568
5434
$99K ﹤0.01%
3,336
-1,551
5435
$99K ﹤0.01%
12,001
+4,296
5436
$99K ﹤0.01%
7,226
-1,190
5437
$99K ﹤0.01%
10,676
+2,180
5438
$99K ﹤0.01%
13,998
-8,355
5439
$98K ﹤0.01%
1,700
-3,969
5440
$98K ﹤0.01%
46
-877
5441
$98K ﹤0.01%
2,218
-5,943
5442
$98K ﹤0.01%
6,747
-13,601
5443
$98K ﹤0.01%
3,920
+2,400
5444
$97K ﹤0.01%
+4,515
5445
$97K ﹤0.01%
969
+945
5446
$96K ﹤0.01%
1,640
-346
5447
$96K ﹤0.01%
1,520
-2,506
5448
$96K ﹤0.01%
3,540
+954
5449
$96K ﹤0.01%
12,413
-13,363
5450
$96K ﹤0.01%
836
-18
216 217
218
219 220