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
5476
$89K ﹤0.01%
20,545
-7,474
5477
$89K ﹤0.01%
232
-30
5478
$89K ﹤0.01%
2,836
-113,689
5479
– –
0
5480
$88K ﹤0.01%
2,120
-22,453
5481
$88K ﹤0.01%
300
5482
$88K ﹤0.01%
2,065
+1,928
5483
$88K ﹤0.01%
14,105
+426
5484
$87K ﹤0.01%
+12,512
5485
$86K ﹤0.01%
8,914
-62,268
5486
$86K ﹤0.01%
5,675
-230
5487
$86K ﹤0.01%
27,250
+20,400
5488
$85K ﹤0.01%
59,213
-501,386
5489
$85K ﹤0.01%
80,879
-36,709
5490
$85K ﹤0.01%
6,110
-10,085
5491
$84K ﹤0.01%
8,201
-25,938
5492
$84K ﹤0.01%
9,435
-31,202
5493
$84K ﹤0.01%
3,340
+216
5494
$84K ﹤0.01%
5,417
-1,609
5495
$83K ﹤0.01%
23,009
+2,028
5496
$83K ﹤0.01%
3,409
-2,450
5497
$83K ﹤0.01%
3,867
+1,850
5498
$83K ﹤0.01%
44,184
+11,872
5499
$82K ﹤0.01%
6,439
-1,014
5500
$82K ﹤0.01%
6,839
218 219
220
221 222