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
2851
$2.95M ﹤0.01%
211,583
+33,435
2852
$2.95M ﹤0.01%
57,165
-45,792
2853
$2.95M ﹤0.01%
234,930
+64,023
2854
$2.95M ﹤0.01%
19,991
-17,173
2855
$2.94M ﹤0.01%
59,573
+777
2856
$2.94M ﹤0.01%
396,851
-35,910
2857
$2.94M ﹤0.01%
271,641
+69,498
2858
$2.94M ﹤0.01%
241,832
+16,079
2859
$2.94M ﹤0.01%
354,627
+150,518
2860
$2.93M ﹤0.01%
115,210
+27,588
2861
$2.93M ﹤0.01%
85,080
+964
2862
$2.91M ﹤0.01%
151,156
+512
2863
$2.91M ﹤0.01%
38,647
+6,425
2864
$2.9M ﹤0.01%
44,511
-132,328
2865
$2.9M ﹤0.01%
100,190
+29,175
2866
$2.9M ﹤0.01%
189,523
-150,985
2867
$2.9M ﹤0.01%
242,326
-32,668
2868
$2.9M ﹤0.01%
+136,946
2869
$2.89M ﹤0.01%
419,628
+223,239
2870
$2.89M ﹤0.01%
101,585
-3,474
2871
$2.89M ﹤0.01%
255,004
+37,316
2872
$2.89M ﹤0.01%
133,130
+60,135
2873
$2.88M ﹤0.01%
121,605
-4,639
2874
$2.88M ﹤0.01%
110,580
+32,332
2875
$2.88M ﹤0.01%
226,756
+2,843
113 114
115
116 117