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
2551
$4.2M ﹤0.01%
339,859
+15,804
2552
$4.19M ﹤0.01%
188,579
-17,955
2553
$4.18M ﹤0.01%
553,551
-93,278
2554
$4.18M ﹤0.01%
290,835
+87,302
2555
$4.18M ﹤0.01%
210,319
+8,937
2556
$4.17M ﹤0.01%
126,213
-6,006
2557
$4.17M ﹤0.01%
1,561,180
+655,374
2558
$4.15M ﹤0.01%
46,977
+5,495
2559
$4.15M ﹤0.01%
177,527
-63,039
2560
$4.15M ﹤0.01%
172,698
-40,149
2561
$4.14M ﹤0.01%
179,344
+45,593
2562
$4.14M ﹤0.01%
168,080
+11,546
2563
$4.14M ﹤0.01%
434,052
-11,931
2564
$4.13M ﹤0.01%
88,680
-3,152
2565
$4.13M ﹤0.01%
667,352
-48,912
2566
$4.12M ﹤0.01%
217,530
+9,125
2567
$4.12M ﹤0.01%
44,724
-600
2568
$4.1M ﹤0.01%
171,711
+129,812
2569
$4.1M ﹤0.01%
289,555
+9,833
2570
$4.1M ﹤0.01%
+235,849
2571
$4.1M ﹤0.01%
213,716
+72,675
2572
$4.09M ﹤0.01%
343,691
+13,859
2573
$4.09M ﹤0.01%
90,833
-18,933
2574
$4.08M ﹤0.01%
119,915
+95,581
2575
$4.08M ﹤0.01%
350,433
+35,085
101 102
103
104 105