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
2626
$3.84M ﹤0.01%
49,095
-35,958
2627
$3.84M ﹤0.01%
174,560
+27,132
2628
$3.84M ﹤0.01%
30,368
-2,470
2629
$3.84M ﹤0.01%
392,333
+7,749
2630
$3.83M ﹤0.01%
142,857
-113,966
2631
$3.83M ﹤0.01%
181,663
-1,184,475
2632
$3.83M ﹤0.01%
71,961
-9,574
2633
$3.81M ﹤0.01%
266,252
-27,382
2634
$3.81M ﹤0.01%
120,011
+42,783
2635
$3.81M ﹤0.01%
707
+72
2636
$3.8M ﹤0.01%
227,069
-46,969
2637
$3.79M ﹤0.01%
177,297
+46,705
2638
$3.79M ﹤0.01%
190,402
+64,248
2639
$3.79M ﹤0.01%
139,392
-9,866
2640
$3.78M ﹤0.01%
81,415
-22,788
2641
$3.78M ﹤0.01%
75,234
-17,764
2642
$3.76M ﹤0.01%
107,280
+11,590
2643
$3.76M ﹤0.01%
140,628
+1,144
2644
$3.76M ﹤0.01%
210,935
+45,516
2645
$3.76M ﹤0.01%
128,604
-21,301
2646
$3.75M ﹤0.01%
42,708
+24,110
2647
$3.75M ﹤0.01%
50,014
-7,690
2648
$3.74M ﹤0.01%
139,394
+126,246
2649
$3.74M ﹤0.01%
176,184
-17,816
2650
$3.74M ﹤0.01%
78,436
+3,912
104 105
106
107 108