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
2726
$3.41M ﹤0.01%
201,935
-6,557
2727
$3.41M ﹤0.01%
76,043
-151,033
2728
$3.41M ﹤0.01%
98,065
-53,328
2729
$3.41M ﹤0.01%
153,732
+12,762
2730
$3.41M ﹤0.01%
215,327
+39,499
2731
$3.4M ﹤0.01%
194,209
+30,857
2732
$3.4M ﹤0.01%
95,492
+51,351
2733
$3.4M ﹤0.01%
94,385
+36,470
2734
$3.4M ﹤0.01%
310,583
-159,494
2735
$3.39M ﹤0.01%
35,627
+179
2736
$3.39M ﹤0.01%
476,292
-45,251
2737
$3.38M ﹤0.01%
189,919
-20,158
2738
$3.38M ﹤0.01%
687,700
+81,450
2739
$3.38M ﹤0.01%
136,682
-8,744
2740
$3.38M ﹤0.01%
121,690
+32,853
2741
$3.38M ﹤0.01%
105,759
-993,018
2742
$3.37M ﹤0.01%
475,815
+11,839
2743
$3.37M ﹤0.01%
173,010
+69,300
2744
$3.36M ﹤0.01%
82,082
+42,166
2745
$3.36M ﹤0.01%
281,375
-149,168
2746
$3.36M ﹤0.01%
59,906
-5,409
2747
$3.35M ﹤0.01%
73,148
-6,756
2748
$3.35M ﹤0.01%
333,932
+2,689
2749
$3.34M ﹤0.01%
102,901
+35,525
2750
$3.33M ﹤0.01%
221,385
108 109
110
111 112