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
$212B
AUM Growth
+$13.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,613
New
Increased
Reduced
Closed

Top Buys

1
+$2.35B
2
+$1.03B
3
+$410M
4
BX icon
Blackstone
BX
+$350M
5
WFC icon
Wells Fargo
WFC
+$334M

Top Sells

1
+$723M
2
+$637M
3
+$346M
4
CRM icon
Salesforce
CRM
+$330M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$310M

Sector Composition

1 Financials 8.92%
2 Technology 8.65%
3 Energy 6.63%
4 Healthcare 6.63%
5 Consumer Staples 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$4.51M ﹤0.01%
142,957
+83,314
2477
$4.51M ﹤0.01%
156,849
-3,911
2478
$4.5M ﹤0.01%
291,138
+17,237
2479
$4.5M ﹤0.01%
363,040
-57,624
2480
$4.49M ﹤0.01%
22,628
+15,646
2481
$4.49M ﹤0.01%
268,966
-72,728
2482
$4.49M ﹤0.01%
86,924
+9,199
2483
$4.49M ﹤0.01%
281,615
-890,852
2484
$4.49M ﹤0.01%
86,655
-15,647
2485
$4.49M ﹤0.01%
150,537
-214,875
2486
$4.48M ﹤0.01%
708,378
-122,176
2487
$4.48M ﹤0.01%
76,175
-64,671
2488
$4.46M ﹤0.01%
383,236
-21,195
2489
$4.46M ﹤0.01%
272,857
+16,083
2490
$4.46M ﹤0.01%
74,593
-28,127
2491
$4.46M ﹤0.01%
145,264
+65,544
2492
$4.45M ﹤0.01%
162,320
+18,993
2493
$4.45M ﹤0.01%
558,473
-47,763
2494
$4.45M ﹤0.01%
144,858
-89,996
2495
$4.45M ﹤0.01%
368,285
+39,380
2496
$4.44M ﹤0.01%
284,627
+36,398
2497
$4.44M ﹤0.01%
101,872
+22,201
2498
$4.44M ﹤0.01%
298,423
-66,338
2499
$4.44M ﹤0.01%
225,466
+7,012
2500
$4.44M ﹤0.01%
218,215
-11,012
98 99
100
101 102