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
3276
$1.74M ﹤0.01%
36,169
+8,084
3277
$1.74M ﹤0.01%
78,573
-25,329
3278
$1.74M ﹤0.01%
37,743
+19,100
3279
$1.74M ﹤0.01%
144,658
+67,686
3280
$1.73M ﹤0.01%
133,592
-116,538
3281
$1.73M ﹤0.01%
127,538
-5,360
3282
$1.73M ﹤0.01%
86,814
+42,865
3283
$1.73M ﹤0.01%
60,709
+14,875
3284
$1.73M ﹤0.01%
133,094
-71,317
3285
$1.73M ﹤0.01%
224,188
+315
3286
$1.73M ﹤0.01%
111,341
+31,422
3287
$1.73M ﹤0.01%
43,469
+8,486
3288
$1.73M ﹤0.01%
110,871
+29,386
3289
$1.72M ﹤0.01%
71,942
+4,892
3290
$1.72M ﹤0.01%
156,449
+2,446
3291
$1.72M ﹤0.01%
308,250
+216,542
3292
$1.71M ﹤0.01%
44,123
+6,906
3293
$1.71M ﹤0.01%
63,193
+5,452
3294
$1.71M ﹤0.01%
15,787
-3,398
3295
$1.71M ﹤0.01%
56,418
+46,149
3296
$1.71M ﹤0.01%
+90,801
3297
$1.71M ﹤0.01%
50,162
-33,578
3298
$1.71M ﹤0.01%
22,668
-69,380
3299
$1.71M ﹤0.01%
109,336
-72,245
3300
$1.7M ﹤0.01%
104,978
-18,906
130 131
132
133 134