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
5701
$48K ﹤0.01%
4,736
-15,224
5702
$47K ﹤0.01%
5,274
-8,743
5703
$47K ﹤0.01%
2,434
5704
$47K ﹤0.01%
2,129
5705
$47K ﹤0.01%
4,000
5706
$47K ﹤0.01%
5,710
-2,602
5707
$47K ﹤0.01%
9,097
-8,761
5708
$47K ﹤0.01%
+39,900
5709
$47K ﹤0.01%
5,079
-357
5710
$47K ﹤0.01%
198,558
+146,600
5711
$47K ﹤0.01%
17,853
-301
5712
$46K ﹤0.01%
21,279
-8,418
5713
$46K ﹤0.01%
1,950
-8,410
5714
$46K ﹤0.01%
7,477
-363
5715
$46K ﹤0.01%
39
+22
5716
$46K ﹤0.01%
2,008
-12
5717
$46K ﹤0.01%
1,910
-9,972
5718
$46K ﹤0.01%
2,725
-18,723
5719
$46K ﹤0.01%
8,917
-11,317
5720
$46K ﹤0.01%
209,050
5721
$45K ﹤0.01%
2,229
+952
5722
$45K ﹤0.01%
5,589
-1,734
5723
$45K ﹤0.01%
4,560
+1,332
5724
$45K ﹤0.01%
11,313
5725
$44K ﹤0.01%
24
+22
227 228
229
230 231