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
2876
$2.88M ﹤0.01%
145,847
+100,800
2877
$2.87M ﹤0.01%
92,582
-1,092
2878
$2.87M ﹤0.01%
122,163
+91,892
2879
$2.87M ﹤0.01%
364,402
+79,163
2880
$2.86M ﹤0.01%
55,962
-49,255
2881
$2.86M ﹤0.01%
273,222
+218,679
2882
$2.85M ﹤0.01%
203,741
+188,792
2883
$2.85M ﹤0.01%
65,758
-14,074
2884
$2.85M ﹤0.01%
176,648
-38,869
2885
$2.84M ﹤0.01%
+205,698
2886
$2.83M ﹤0.01%
+9,382
2887
$2.83M ﹤0.01%
26,022
-41,927
2888
$2.83M ﹤0.01%
179,982
+76,427
2889
$2.82M ﹤0.01%
217,763
-65,278
2890
$2.82M ﹤0.01%
98,434
+54,277
2891
$2.82M ﹤0.01%
56,897
+27,062
2892
$2.82M ﹤0.01%
53,167
+159
2893
$2.81M ﹤0.01%
331,385
-122,162
2894
$2.8M ﹤0.01%
95,113
+31,879
2895
$2.8M ﹤0.01%
156,148
-19,166
2896
$2.79M ﹤0.01%
322,372
+256,687
2897
$2.79M ﹤0.01%
39,026
+19,832
2898
$2.79M ﹤0.01%
87,811
-4,142
2899
$2.79M ﹤0.01%
95,138
+748
2900
$2.78M ﹤0.01%
218,602
+85,705
114 115
116
117 118