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
2826
$3.05M ﹤0.01%
72,818
-19,404
2827
$3.05M ﹤0.01%
32,822
+14,515
2828
$3.05M ﹤0.01%
49,738
-24,834
2829
$3.04M ﹤0.01%
774,668
+156,876
2830
$3.04M ﹤0.01%
40,398
+4,075
2831
$3.03M ﹤0.01%
131,785
-186,152
2832
$3.03M ﹤0.01%
136,783
-7,114
2833
$3.02M ﹤0.01%
381,004
+50,995
2834
$3.02M ﹤0.01%
50,384
+2,963
2835
$3.02M ﹤0.01%
161,792
-83,108
2836
$3.02M ﹤0.01%
252,125
+10,901
2837
$3.01M ﹤0.01%
112,401
+74,861
2838
$3.01M ﹤0.01%
68,074
+6,424
2839
$3.01M ﹤0.01%
85,712
+72,842
2840
$3.01M ﹤0.01%
149,345
+100,635
2841
$3.01M ﹤0.01%
129,380
-133,003
2842
$3M ﹤0.01%
5,048
+4,541
2843
$2.99M ﹤0.01%
321,859
-44,066
2844
$2.99M ﹤0.01%
286,619
+214,942
2845
$2.99M ﹤0.01%
53,768
+15,326
2846
$2.97M ﹤0.01%
156,573
-176,965
2847
$2.97M ﹤0.01%
117,301
-82,546
2848
$2.97M ﹤0.01%
131,831
+34,343
2849
$2.97M ﹤0.01%
486,358
+41,385
2850
$2.96M ﹤0.01%
227,160
+6,119
112 113
114
115 116