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
2951
$2.6M ﹤0.01%
71,346
-31,736
2952
$2.6M ﹤0.01%
193,765
+7,127
2953
$2.59M ﹤0.01%
43,116
-1,053
2954
$2.59M ﹤0.01%
51,992
-50,373
2955
$2.59M ﹤0.01%
283,719
+6,171
2956
$2.59M ﹤0.01%
67,823
-68,680
2957
$2.59M ﹤0.01%
206,476
+21,237
2958
$2.58M ﹤0.01%
25,227
-8,810
2959
$2.57M ﹤0.01%
154,558
-304,526
2960
$2.57M ﹤0.01%
45,168
+5,738
2961
$2.57M ﹤0.01%
193,929
-1,032
2962
$2.57M ﹤0.01%
87,999
-4,687
2963
$2.57M ﹤0.01%
251,264
-656,143
2964
$2.56M ﹤0.01%
413,905
+41,786
2965
$2.56M ﹤0.01%
54,004
+22,253
2966
$2.56M ﹤0.01%
109,064
-107,689
2967
$2.55M ﹤0.01%
929
-228
2968
$2.55M ﹤0.01%
77,281
-15,386
2969
$2.55M ﹤0.01%
50,950
-104,007
2970
$2.55M ﹤0.01%
105,943
-217,897
2971
$2.54M ﹤0.01%
+319,843
2972
$2.54M ﹤0.01%
94,504
+16,256
2973
$2.54M ﹤0.01%
78,440
-15,933
2974
$2.54M ﹤0.01%
118,714
+104,934
2975
$2.53M ﹤0.01%
54,250
-35,256
117 118
119
120 121