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
3176
$1.94M ﹤0.01%
274,326
-20,252
3177
$1.94M ﹤0.01%
101,439
+10,113
3178
$1.94M ﹤0.01%
47,110
+12,651
3179
$1.94M ﹤0.01%
49,326
+6,332
3180
$1.94M ﹤0.01%
292,616
+120,306
3181
$1.93M ﹤0.01%
+28,652
3182
$1.93M ﹤0.01%
115,127
+49,826
3183
$1.93M ﹤0.01%
41,929
-1,805
3184
$1.93M ﹤0.01%
84,441
+71,773
3185
$1.93M ﹤0.01%
23,425
-8,110
3186
$1.93M ﹤0.01%
55,742
-258,156
3187
$1.92M ﹤0.01%
114,382
+50,147
3188
$1.92M ﹤0.01%
34,253
+6,734
3189
$1.92M ﹤0.01%
62,242
-9,125
3190
$1.92M ﹤0.01%
79,515
-19,563
3191
$1.92M ﹤0.01%
63,642
-42,029
3192
$1.92M ﹤0.01%
82,036
+33,798
3193
$1.91M ﹤0.01%
31,779
+9,202
3194
$1.91M ﹤0.01%
62,619
-65,411
3195
$1.91M ﹤0.01%
28,933
-97,023
3196
$1.9M ﹤0.01%
80,062
-73,881
3197
$1.9M ﹤0.01%
77,771
+19,814
3198
$1.9M ﹤0.01%
130,135
+85,468
3199
$1.9M ﹤0.01%
430,610
-158,094
3200
$1.9M ﹤0.01%
71,841
+10,764
126 127
128
129 130