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
2676
$3.63M ﹤0.01%
+192,541
2677
$3.63M ﹤0.01%
89,097
+19,703
2678
$3.62M ﹤0.01%
503,950
+4,803
2679
$3.62M ﹤0.01%
84,969
-38,374
2680
$3.61M ﹤0.01%
166,253
+29,748
2681
$3.61M ﹤0.01%
201,433
+24,986
2682
$3.6M ﹤0.01%
216,896
-101,117
2683
$3.6M ﹤0.01%
177,072
-149,477
2684
$3.6M ﹤0.01%
197,879
-206,027
2685
$3.59M ﹤0.01%
192,597
+80,500
2686
$3.59M ﹤0.01%
97,129
-3,119
2687
$3.58M ﹤0.01%
113,528
-41,770
2688
$3.58M ﹤0.01%
218,095
-10,233
2689
$3.58M ﹤0.01%
139,858
+15,610
2690
$3.58M ﹤0.01%
59,259
-2,649
2691
$3.58M ﹤0.01%
128,793
-2,709
2692
$3.58M ﹤0.01%
151,230
-111,172
2693
$3.58M ﹤0.01%
284,429
+10,273
2694
$3.56M ﹤0.01%
277,578
-25,399
2695
$3.56M ﹤0.01%
117,568
-89,982
2696
$3.56M ﹤0.01%
45,668
+15,403
2697
$3.55M ﹤0.01%
442,716
+119,110
2698
$3.54M ﹤0.01%
142,664
+65,176
2699
$3.54M ﹤0.01%
515,350
-144,563
2700
$3.54M ﹤0.01%
99,976
+9,446
106 107
108
109 110