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
2976
$2.53M ﹤0.01%
254,116
-432,968
2977
$2.53M ﹤0.01%
162,717
-119,848
2978
$2.52M ﹤0.01%
177,203
+627
2979
$2.52M ﹤0.01%
295,608
+211,910
2980
$2.51M ﹤0.01%
23,542
-3,072
2981
$2.51M ﹤0.01%
72,735
-9,088
2982
$2.5M ﹤0.01%
274,894
-620,614
2983
$2.5M ﹤0.01%
288,988
-99,703
2984
$2.5M ﹤0.01%
135,435
+2,428
2985
$2.5M ﹤0.01%
198,696
+4,919
2986
$2.49M ﹤0.01%
55,444
-65,683
2987
$2.49M ﹤0.01%
101,534
-90,780
2988
$2.49M ﹤0.01%
226,040
+42,039
2989
$2.48M ﹤0.01%
63,789
+3,183
2990
$2.48M ﹤0.01%
76,622
-45,994
2991
$2.48M ﹤0.01%
138,497
+89,599
2992
$2.48M ﹤0.01%
42,243
-98,723
2993
$2.48M ﹤0.01%
+125,538
2994
$2.47M ﹤0.01%
57,903
+8,715
2995
$2.47M ﹤0.01%
22,516
-38,199
2996
$2.47M ﹤0.01%
92,292
-79,841
2997
$2.47M ﹤0.01%
126,724
+19,208
2998
$2.47M ﹤0.01%
218,770
-78,024
2999
$2.47M ﹤0.01%
191,301
+18,318
3000
$2.46M ﹤0.01%
13,047
-8,738
118 119
120
121 122