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
3301
$1.7M ﹤0.01%
169,585
+72,486
3302
$1.7M ﹤0.01%
33,127
+10,630
3303
$1.7M ﹤0.01%
248,506
-5,481
3304
$1.7M ﹤0.01%
288,488
-1,222
3305
$1.7M ﹤0.01%
139,959
+56,392
3306
$1.7M ﹤0.01%
52,826
+1,321
3307
$1.69M ﹤0.01%
118,811
-97,623
3308
$1.69M ﹤0.01%
45,484
-140,435
3309
$1.68M ﹤0.01%
16,029
-2,617
3310
$1.68M ﹤0.01%
49,597
-75,598
3311
$1.68M ﹤0.01%
+1,215
3312
$1.68M ﹤0.01%
103,247
-147,634
3313
$1.68M ﹤0.01%
82,849
+8,371
3314
$1.68M ﹤0.01%
26,466
+458
3315
$1.68M ﹤0.01%
57,500
-15,000
3316
$1.67M ﹤0.01%
129,576
+103,376
3317
$1.67M ﹤0.01%
76,437
-22,058
3318
$1.67M ﹤0.01%
98,475
+88,200
3319
$1.67M ﹤0.01%
102,573
+55,622
3320
$1.67M ﹤0.01%
126,419
-7,705
3321
$1.67M ﹤0.01%
250,448
-26,574
3322
$1.66M ﹤0.01%
844,887
+58,214
3323
$1.66M ﹤0.01%
132,000
+45,155
3324
$1.66M ﹤0.01%
95,686
+85,856
3325
$1.66M ﹤0.01%
3,061
+1,024
131 132
133
134 135