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
2501
$4.43M ﹤0.01%
78,810
-922
2502
$4.43M ﹤0.01%
353,372
+69,921
2503
$4.42M ﹤0.01%
879,314
-146,918
2504
$4.42M ﹤0.01%
230,374
+64,191
2505
$4.42M ﹤0.01%
156,969
-29,193
2506
$4.41M ﹤0.01%
118,375
-211,721
2507
$4.4M ﹤0.01%
271,997
+261,903
2508
$4.4M ﹤0.01%
75,255
-1
2509
$4.39M ﹤0.01%
601,136
-680,909
2510
$4.39M ﹤0.01%
101,141
+1,062
2511
$4.39M ﹤0.01%
65,648
-33,196
2512
$4.39M ﹤0.01%
190,832
-8,909
2513
$4.38M ﹤0.01%
468,940
-84,434
2514
$4.38M ﹤0.01%
303,597
+22,696
2515
$4.37M ﹤0.01%
+323,079
2516
$4.37M ﹤0.01%
38,075
-7,621
2517
$4.37M ﹤0.01%
226,266
-87,531
2518
$4.36M ﹤0.01%
51,369
+43,750
2519
$4.35M ﹤0.01%
+153,243
2520
$4.35M ﹤0.01%
224,320
+22,141
2521
$4.35M ﹤0.01%
102,061
-103,376
2522
$4.34M ﹤0.01%
+202,322
2523
$4.34M ﹤0.01%
80,773
-68,186
2524
$4.33M ﹤0.01%
50,393
-2,958
2525
$4.33M ﹤0.01%
266,172
+18,535
99 100
101
102 103