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
5901
$21K ﹤0.01%
4,395
5902
$20K ﹤0.01%
19
-2
5903
$20K ﹤0.01%
729
-52
5904
$20K ﹤0.01%
878
-2,127
5905
$20K ﹤0.01%
5,291
-17,221
5906
$20K ﹤0.01%
+134
5907
$20K ﹤0.01%
635
-11,158
5908
$20K ﹤0.01%
2,190
+155
5909
$20K ﹤0.01%
3,102
+3,088
5910
$20K ﹤0.01%
1,957
-39,942
5911
$20K ﹤0.01%
3,174
+663
5912
$20K ﹤0.01%
1,554
-341
5913
$20K ﹤0.01%
1,756
-2,402
5914
$20K ﹤0.01%
3,305
-400
5915
$20K ﹤0.01%
29,900
-1
5916
$20K ﹤0.01%
4,366
+1,000
5917
$19K ﹤0.01%
2,700
-21,432
5918
$19K ﹤0.01%
5,057
-1,696
5919
$19K ﹤0.01%
115
+93
5920
$19K ﹤0.01%
1,218
-173
5921
$19K ﹤0.01%
11
-1
5922
$19K ﹤0.01%
33
-16
5923
$19K ﹤0.01%
228
+124
5924
$19K ﹤0.01%
1
5925
$19K ﹤0.01%
6,644
+6,502
235 236
237
238 239