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
3101
$2.13M ﹤0.01%
67,307
+37,058
3102
$2.13M ﹤0.01%
38,014
-7,650
3103
$2.13M ﹤0.01%
63,674
-71,311
3104
$2.12M ﹤0.01%
46,411
-8,669
3105
$2.12M ﹤0.01%
53,258
-1,286
3106
$2.12M ﹤0.01%
224,570
+175,223
3107
$2.11M ﹤0.01%
111,649
-159,672
3108
$2.11M ﹤0.01%
40,689
-21,982
3109
– –
0
3110
$2.1M ﹤0.01%
123,653
+30,320
3111
$2.09M ﹤0.01%
37,681
-8,813
3112
$2.09M ﹤0.01%
87,761
-43,054
3113
$2.08M ﹤0.01%
52,059
+9,520
3114
$2.08M ﹤0.01%
78,210
-42,884
3115
$2.08M ﹤0.01%
144,680
+115,713
3116
$2.08M ﹤0.01%
+4,026
3117
$2.08M ﹤0.01%
131,790
+13,435
3118
$2.07M ﹤0.01%
98,288
-20,363
3119
$2.07M ﹤0.01%
67,557
+2,302
3120
$2.07M ﹤0.01%
114,332
-50,569
3121
$2.07M ﹤0.01%
94,496
+28,440
3122
$2.06M ﹤0.01%
59,082
-8,836
3123
$2.06M ﹤0.01%
45,646
-5,776
3124
$2.06M ﹤0.01%
1,218,457
-4,178
3125
$2.06M ﹤0.01%
147,070
+45,687
123 124
125
126 127