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
3201
$1.89M ﹤0.01%
25,188
-2,387
3202
$1.89M ﹤0.01%
122,041
-27,869
3203
$1.89M ﹤0.01%
69,972
+59,124
3204
$1.89M ﹤0.01%
33,437
-5,030
3205
$1.88M ﹤0.01%
98,626
+9,487
3206
$1.88M ﹤0.01%
229,404
+3,832
3207
$1.88M ﹤0.01%
254,558
+121,349
3208
$1.88M ﹤0.01%
110,605
+337
3209
$1.88M ﹤0.01%
116,865
-121,566
3210
$1.88M ﹤0.01%
160,457
-7,154
3211
$1.87M ﹤0.01%
74,337
+63,436
3212
$1.87M ﹤0.01%
112,660
-46,032
3213
$1.87M ﹤0.01%
27,560
+5,942
3214
$1.87M ﹤0.01%
55,917
+37,313
3215
$1.87M ﹤0.01%
74,492
+12,614
3216
$1.87M ﹤0.01%
58,672
+50,782
3217
$1.86M ﹤0.01%
123,493
+72,973
3218
$1.86M ﹤0.01%
34,983
+7,362
3219
$1.86M ﹤0.01%
86,097
-76,034
3220
$1.86M ﹤0.01%
147,709
+14,971
3221
$1.86M ﹤0.01%
111,713
-185,259
3222
$1.86M ﹤0.01%
6,630
-17,451
3223
$1.86M ﹤0.01%
69,046
-19,963
3224
$1.86M ﹤0.01%
184,718
-28,286
3225
$1.86M ﹤0.01%
156,053
+144,917
127 128
129
130 131