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
2926
$2.69M ﹤0.01%
476,634
-63,325
2927
$2.69M ﹤0.01%
140,884
-17,041
2928
$2.68M ﹤0.01%
136,541
+2,892
2929
$2.68M ﹤0.01%
77,022
+2,907
2930
$2.68M ﹤0.01%
4,539
+917
2931
$2.67M ﹤0.01%
39,008
-117,742
2932
$2.67M ﹤0.01%
309,280
-21,609
2933
$2.67M ﹤0.01%
671,008
-3,571,240
2934
$2.66M ﹤0.01%
56,969
-43,625
2935
$2.65M ﹤0.01%
143,396
-352,126
2936
$2.65M ﹤0.01%
206,028
+3,025
2937
$2.65M ﹤0.01%
+116,004
2938
$2.65M ﹤0.01%
96,700
-2,453
2939
$2.65M ﹤0.01%
61,959
-24,711
2940
$2.64M ﹤0.01%
39,158
-133,877
2941
$2.64M ﹤0.01%
203,276
+22,022
2942
$2.64M ﹤0.01%
216,942
+22,293
2943
$2.63M ﹤0.01%
250,444
-126,698
2944
$2.63M ﹤0.01%
225,713
+152,396
2945
$2.63M ﹤0.01%
133,970
-205,706
2946
$2.63M ﹤0.01%
161,671
-5,231
2947
$2.61M ﹤0.01%
84,360
-82,827
2948
$2.61M ﹤0.01%
18,891
-18,059
2949
$2.6M ﹤0.01%
41,300
+34,341
2950
$2.6M ﹤0.01%
64,836
-29,086
116 117
118
119 120