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
3051
$2.29M ﹤0.01%
177,009
+10,289
3052
$2.29M ﹤0.01%
292,561
-137,839
3053
$2.28M ﹤0.01%
51,224
-351,415
3054
$2.28M ﹤0.01%
818,366
-53,905
3055
$2.27M ﹤0.01%
36,048
-11,481
3056
$2.27M ﹤0.01%
60,013
+946
3057
$2.26M ﹤0.01%
54,199
+9,470
3058
$2.25M ﹤0.01%
58,541
-52,739
3059
$2.25M ﹤0.01%
319,512
+30,688
3060
$2.25M ﹤0.01%
396,893
+342,072
3061
$2.25M ﹤0.01%
40,880
+31,448
3062
$2.25M ﹤0.01%
85,464
-328,111
3063
$2.25M ﹤0.01%
67,670
+14,246
3064
$2.24M ﹤0.01%
27,350
-10,534
3065
$2.24M ﹤0.01%
217,642
+115,866
3066
$2.24M ﹤0.01%
275,951
-106,174
3067
$2.24M ﹤0.01%
275,761
-19,808
3068
$2.23M ﹤0.01%
193,136
-51,740
3069
$2.23M ﹤0.01%
94,860
-69,374
3070
$2.23M ﹤0.01%
69,974
+38,754
3071
$2.22M ﹤0.01%
81,077
-27,030
3072
$2.22M ﹤0.01%
182,902
-30,793
3073
$2.22M ﹤0.01%
+292,721
3074
$2.21M ﹤0.01%
68,379
-22,757
3075
$2.2M ﹤0.01%
146,819
+71,915
121 122
123
124 125