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
2751
$3.32M ﹤0.01%
251,388
+83,115
2752
$3.32M ﹤0.01%
26,926
+779
2753
$3.32M ﹤0.01%
103,751
+17,713
2754
$3.32M ﹤0.01%
141,304
+50
2755
$3.31M ﹤0.01%
85,556
+61,920
2756
$3.31M ﹤0.01%
154,680
-7,779
2757
$3.31M ﹤0.01%
77,517
+4,014
2758
$3.3M ﹤0.01%
15,717
+1,065
2759
$3.3M ﹤0.01%
90,299
+19,451
2760
$3.3M ﹤0.01%
332,816
+123,423
2761
$3.29M ﹤0.01%
81,173
-138,467
2762
$3.29M ﹤0.01%
297,913
-15,106
2763
$3.28M ﹤0.01%
+238,660
2764
$3.28M ﹤0.01%
76,720
+36,169
2765
$3.27M ﹤0.01%
214,133
+79,109
2766
$3.27M ﹤0.01%
230,487
-108,777
2767
$3.27M ﹤0.01%
76,416
+37,206
2768
$3.27M ﹤0.01%
14,232
-1,625
2769
$3.26M ﹤0.01%
172,538
+10,198
2770
$3.26M ﹤0.01%
72,661
+31,710
2771
$3.26M ﹤0.01%
156,087
-64,065
2772
$3.25M ﹤0.01%
83,776
+72,884
2773
$3.25M ﹤0.01%
313,884
+147,618
2774
$3.25M ﹤0.01%
769,728
+692,612
2775
$3.25M ﹤0.01%
133,807
+77,988
109 110
111
112 113