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
5501
$82K ﹤0.01%
309
-14,176
5502
$82K ﹤0.01%
22,382
+3,457
5503
$82K ﹤0.01%
10,432
-2,259
5504
$81K ﹤0.01%
1,656
5505
$81K ﹤0.01%
7,335
+162
5506
$81K ﹤0.01%
12,737
-70,789
5507
$81K ﹤0.01%
3,417
5508
$80K ﹤0.01%
14,266
-12,136
5509
$80K ﹤0.01%
905
-40
5510
$80K ﹤0.01%
8,507
-495
5511
$80K ﹤0.01%
2,812
-7,886
5512
$80K ﹤0.01%
3,049
5513
$80K ﹤0.01%
2,107
-7
5514
$80K ﹤0.01%
8,330
-565
5515
$80K ﹤0.01%
28,579
-76,934
5516
$79K ﹤0.01%
351
+261
5517
$79K ﹤0.01%
1,691
-315
5518
$79K ﹤0.01%
1,070
-366
5519
$79K ﹤0.01%
19,653
-20,875
5520
$78K ﹤0.01%
1,525
-2,954
5521
$78K ﹤0.01%
4,903
+3,470
5522
$78K ﹤0.01%
1,363
+390
5523
$78K ﹤0.01%
24,479
-1,196
5524
$77K ﹤0.01%
8,605
-8,339,739
5525
$77K ﹤0.01%
6,242
+1,260
219 220
221
222 223