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
5601
$63K ﹤0.01%
6,858
+3,580
5602
$63K ﹤0.01%
2,156
+1,568
5603
$62K ﹤0.01%
+2,120
5604
$62K ﹤0.01%
3,913
-8,591
5605
$62K ﹤0.01%
51,427
-106,659
5606
$62K ﹤0.01%
2,801
-4,817
5607
$62K ﹤0.01%
6,445
+26
5608
$62K ﹤0.01%
2,717
-5,947
5609
$62K ﹤0.01%
1,136
-362
5610
$61K ﹤0.01%
445
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5611
$61K ﹤0.01%
36
5612
$61K ﹤0.01%
25,367
-8,718
5613
$61K ﹤0.01%
2,194
-1,839
5614
$61K ﹤0.01%
5,506
+3
5615
$60K ﹤0.01%
2,693
-576
5616
$60K ﹤0.01%
4,482
+3,376
5617
$60K ﹤0.01%
1,895
-734
5618
$60K ﹤0.01%
8,262
+200
5619
$60K ﹤0.01%
3,502
-2,701
5620
$60K ﹤0.01%
20,900
+20,889
5621
$59K ﹤0.01%
4,324
-4,845
5622
$59K ﹤0.01%
324
+69
5623
$59K ﹤0.01%
2,826
+2,306
5624
$59K ﹤0.01%
22,202
-52,916
5625
$59K ﹤0.01%
2,375
-104
223 224
225
226 227