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
2526
$4.33M ﹤0.01%
91,121
+20,983
2527
$4.33M ﹤0.01%
485,853
-3,261
2528
$4.33M ﹤0.01%
161,470
+7,874
2529
$4.33M ﹤0.01%
327,778
+114,349
2530
$4.33M ﹤0.01%
269,490
+8,702
2531
$4.32M ﹤0.01%
179,005
-52,018
2532
$4.32M ﹤0.01%
104,870
-8,708
2533
$4.31M ﹤0.01%
215,515
-64,258
2534
$4.29M ﹤0.01%
344,818
+98,731
2535
$4.29M ﹤0.01%
120,406
+17,176
2536
$4.29M ﹤0.01%
626,921
+212,637
2537
$4.28M ﹤0.01%
412,500
+120,330
2538
$4.28M ﹤0.01%
43,159
+19,658
2539
$4.27M ﹤0.01%
237,868
-224,596
2540
$4.27M ﹤0.01%
198,365
-54,323
2541
$4.27M ﹤0.01%
242,381
+196,349
2542
$4.26M ﹤0.01%
155,053
-28,327
2543
$4.25M ﹤0.01%
100,020
-104,268
2544
$4.24M ﹤0.01%
132,172
+33,059
2545
$4.24M ﹤0.01%
242,113
-378,893
2546
$4.22M ﹤0.01%
402,917
-196,462
2547
$4.22M ﹤0.01%
278,160
+23,820
2548
$4.22M ﹤0.01%
272,371
+948
2549
$4.22M ﹤0.01%
161,520
-24,842
2550
$4.21M ﹤0.01%
132,498
+6,052
100 101
102
103 104