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
6001
$14K ﹤0.01%
801
6002
$14K ﹤0.01%
11,920
6003
$14K ﹤0.01%
200
-3,437
6004
$14K ﹤0.01%
1,008
+701
6005
$13K ﹤0.01%
4,521
+793
6006
$13K ﹤0.01%
820
-13,572
6007
$13K ﹤0.01%
1,569
-1,344
6008
$13K ﹤0.01%
3,110
+99
6009
$13K ﹤0.01%
56
-78
6010
$13K ﹤0.01%
900
-1,000
6011
$13K ﹤0.01%
+2,272
6012
$13K ﹤0.01%
610
+494
6013
$13K ﹤0.01%
5,519
-4,240
6014
$13K ﹤0.01%
1,000
-5,572
6015
$13K ﹤0.01%
744
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6016
$13K ﹤0.01%
3,308
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6017
$13K ﹤0.01%
+504
6018
$13K ﹤0.01%
5,481
6019
$13K ﹤0.01%
+504
6020
$13K ﹤0.01%
+441
6021
$13K ﹤0.01%
13
+3
6022
$12K ﹤0.01%
11
-28
6023
$12K ﹤0.01%
1,011
+601
6024
$12K ﹤0.01%
1,931
+859
6025
$12K ﹤0.01%
14
+2
239 240
241
242 243