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
2901
$2.78M ﹤0.01%
49,604
-1,059
2902
$2.78M ﹤0.01%
218,504
+50,926
2903
$2.78M ﹤0.01%
395,084
+212,436
2904
$2.77M ﹤0.01%
167,626
-168,871
2905
$2.77M ﹤0.01%
172,206
+8,610
2906
$2.77M ﹤0.01%
141,615
+4,062
2907
$2.75M ﹤0.01%
183,406
+3,114
2908
$2.75M ﹤0.01%
286,308
+69,110
2909
$2.75M ﹤0.01%
53,515
+30,480
2910
$2.75M ﹤0.01%
166,246
+41,754
2911
$2.75M ﹤0.01%
90,188
-58,119
2912
$2.75M ﹤0.01%
+120,486
2913
$2.75M ﹤0.01%
70,928
+29,070
2914
$2.74M ﹤0.01%
64,588
-8,192
2915
$2.73M ﹤0.01%
315,181
-167,774
2916
$2.73M ﹤0.01%
295,330
-27,941
2917
$2.73M ﹤0.01%
807,218
+276,651
2918
$2.73M ﹤0.01%
387,733
+117,007
2919
$2.73M ﹤0.01%
113,698
+7,385
2920
$2.71M ﹤0.01%
450,324
+266,880
2921
$2.71M ﹤0.01%
215,821
-228,911
2922
$2.71M ﹤0.01%
138,122
-41,736
2923
$2.71M ﹤0.01%
83,015
-8,440
2924
$2.69M ﹤0.01%
212,613
-139,403
2925
$2.69M ﹤0.01%
+134,300
115 116
117
118 119