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
3126
$2.06M ﹤0.01%
107,625
+24,837
3127
$2.06M ﹤0.01%
1,017,302
+902
3128
$2.05M ﹤0.01%
100,331
+70,601
3129
$2.05M ﹤0.01%
135,349
+96,477
3130
$2.05M ﹤0.01%
238,479
+3,326
3131
$2.05M ﹤0.01%
42,884
+7,326
3132
$2.05M ﹤0.01%
156,046
-149,934
3133
$2.04M ﹤0.01%
67,032
+13,502
3134
$2.04M ﹤0.01%
187,089
-3,897
3135
$2.04M ﹤0.01%
54,005
-4,145
3136
$2.04M ﹤0.01%
27,733
-2,617
3137
$2.04M ﹤0.01%
60,351
+14,006
3138
$2.04M ﹤0.01%
90,809
-898
3139
$2.03M ﹤0.01%
+11,324
3140
$2.03M ﹤0.01%
64,398
+4,532
3141
$2.03M ﹤0.01%
83,067
-122,630
3142
$2.02M ﹤0.01%
85,731
-77,844
3143
$2.02M ﹤0.01%
50,531
-27,671
3144
$2.01M ﹤0.01%
59,023
-3,496
3145
$2.01M ﹤0.01%
141,439
+12,981
3146
$2.01M ﹤0.01%
52,816
-25,144
3147
$2.01M ﹤0.01%
289,898
-87,028
3148
$2M ﹤0.01%
88,289
-62,185
3149
$2M ﹤0.01%
34,472
-3,177
3150
$2M ﹤0.01%
75,515
+14,839
124 125
126
127 128