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
2776
$3.25M ﹤0.01%
649,961
+140,093
2777
$3.25M ﹤0.01%
41,640
-21,676
2778
$3.24M ﹤0.01%
386,308
-268,936
2779
$3.24M ﹤0.01%
11,242
-9,866
2780
$3.23M ﹤0.01%
134,584
-128,485
2781
$3.23M ﹤0.01%
359,195
+20,360
2782
$3.23M ﹤0.01%
234,912
+117,856
2783
$3.23M ﹤0.01%
+181,913
2784
$3.23M ﹤0.01%
87,143
-327,732
2785
$3.23M ﹤0.01%
199,246
+56,106
2786
$3.23M ﹤0.01%
142,937
-18,434
2787
$3.2M ﹤0.01%
45,579
-218,001
2788
$3.2M ﹤0.01%
375,845
+259,598
2789
$3.19M ﹤0.01%
117,920
-14,037
2790
$3.19M ﹤0.01%
172,114
+13,186
2791
$3.19M ﹤0.01%
55,571
+32,095
2792
$3.19M ﹤0.01%
267,153
+16,094
2793
$3.19M ﹤0.01%
516,407
-119,991
2794
$3.18M ﹤0.01%
244,121
+77,209
2795
$3.18M ﹤0.01%
165,976
+9,931
2796
$3.18M ﹤0.01%
111,130
+16,031
2797
$3.18M ﹤0.01%
115,058
-8,660
2798
$3.17M ﹤0.01%
16,197
+2,345
2799
$3.17M ﹤0.01%
131,067
+11,369
2800
$3.17M ﹤0.01%
119,744
-243,427
110 111
112
113 114