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
3001
$2.46M ﹤0.01%
90,500
+9,100
3002
$2.45M ﹤0.01%
31,526
-7,512
3003
$2.45M ﹤0.01%
150,707
-29,377
3004
$2.44M ﹤0.01%
318,414
+282,120
3005
$2.44M ﹤0.01%
453,114
+247,085
3006
$2.44M ﹤0.01%
135,291
-8,380
3007
$2.43M ﹤0.01%
120,405
+3,282
3008
$2.42M ﹤0.01%
91,149
-14,938
3009
$2.42M ﹤0.01%
238,410
-74,997
3010
$2.42M ﹤0.01%
121,193
+104,928
3011
$2.42M ﹤0.01%
151,385
+17,311
3012
$2.42M ﹤0.01%
+92,985
3013
$2.42M ﹤0.01%
761,846
-353,653
3014
$2.42M ﹤0.01%
109,874
-61,559
3015
$2.42M ﹤0.01%
205,238
+15,851
3016
$2.41M ﹤0.01%
24,235
-2,306
3017
$2.41M ﹤0.01%
184,278
-2,672
3018
$2.4M ﹤0.01%
261,559
+94,999
3019
$2.4M ﹤0.01%
183,714
+10,545
3020
$2.4M ﹤0.01%
64,572
-108,624
3021
$2.39M ﹤0.01%
79,051
+36,041
3022
$2.39M ﹤0.01%
94,000
+54,600
3023
$2.39M ﹤0.01%
58,135
-43,566
3024
$2.39M ﹤0.01%
351,192
+69,106
3025
$2.38M ﹤0.01%
302,944
-130,033
119 120
121
122 123