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
5576
$66K ﹤0.01%
7,559
+99
5577
$66K ﹤0.01%
4,497
-542
5578
$66K ﹤0.01%
4,079
+952
5579
$66K ﹤0.01%
31,437
+31,300
5580
$66K ﹤0.01%
6,865
-576
5581
$65K ﹤0.01%
5,178
+4,178
5582
$65K ﹤0.01%
5
-3
5583
$65K ﹤0.01%
9,071
-2,822
5584
$65K ﹤0.01%
1,140
-6,066
5585
$65K ﹤0.01%
6,882
-12,232
5586
$65K ﹤0.01%
18,216
-23,495
5587
$65K ﹤0.01%
6,986
-9,734
5588
$65K ﹤0.01%
13,127
+3,056
5589
$65K ﹤0.01%
4,825
+531
5590
$65K ﹤0.01%
4,529
-773
5591
$64K ﹤0.01%
4,785
5592
$64K ﹤0.01%
2,408
+500
5593
$64K ﹤0.01%
1,027
+940
5594
$64K ﹤0.01%
873
-38,464
5595
$64K ﹤0.01%
35,585
-5,219
5596
$63K ﹤0.01%
502
-138
5597
$63K ﹤0.01%
66,666
-202,506
5598
$63K ﹤0.01%
+2,536
5599
$63K ﹤0.01%
7,876
+2,700
5600
$63K ﹤0.01%
4,337
-14,254
222 223
224
225 226