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
2651
$3.74M ﹤0.01%
211,149
+41,777
2652
$3.74M ﹤0.01%
91,242
-35,542
2653
$3.73M ﹤0.01%
135,970
+6,984
2654
$3.73M ﹤0.01%
283,058
+27,412
2655
$3.73M ﹤0.01%
336,271
+38,525
2656
$3.73M ﹤0.01%
179,580
-21,750
2657
$3.73M ﹤0.01%
337,264
+113,804
2658
$3.73M ﹤0.01%
293,508
+60,798
2659
$3.72M ﹤0.01%
52,821
-41,371
2660
$3.71M ﹤0.01%
141,371
-20,948
2661
$3.71M ﹤0.01%
110,833
+37,470
2662
$3.7M ﹤0.01%
313,792
+3,964
2663
$3.7M ﹤0.01%
173,149
-1,183,023
2664
$3.7M ﹤0.01%
47,254
-5,822
2665
$3.69M ﹤0.01%
79,233
+24,055
2666
$3.69M ﹤0.01%
209,798
+179,341
2667
$3.69M ﹤0.01%
60,745
-4,258
2668
$3.69M ﹤0.01%
139,221
+23,200
2669
$3.69M ﹤0.01%
198,864
-32,279
2670
$3.68M ﹤0.01%
190,479
+123,433
2671
$3.67M ﹤0.01%
66,673
+10,690
2672
$3.66M ﹤0.01%
492,094
+31,663
2673
$3.64M ﹤0.01%
144,573
+6,588
2674
$3.63M ﹤0.01%
148,414
-28,028
2675
$3.63M ﹤0.01%
63,058
-342,195
105 106
107
108 109