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
3326
$1.66M ﹤0.01%
415,087
-98,830
3327
$1.65M ﹤0.01%
58,068
-20,550
3328
$1.65M ﹤0.01%
194,070
+32,386
3329
$1.65M ﹤0.01%
259,189
-64,339
3330
$1.64M ﹤0.01%
21,574
+6,170
3331
$1.63M ﹤0.01%
118,689
+24,789
3332
$1.63M ﹤0.01%
47,059
+11,083
3333
$1.63M ﹤0.01%
130,308
+69,266
3334
$1.63M ﹤0.01%
61,661
-2,897
3335
$1.63M ﹤0.01%
36,258
-57,748
3336
$1.62M ﹤0.01%
202,464
-19,123
3337
$1.61M ﹤0.01%
125,519
+18,811
3338
$1.61M ﹤0.01%
76,223
-57,703
3339
$1.61M ﹤0.01%
50,521
+38,107
3340
$1.61M ﹤0.01%
33,268
+5,024
3341
$1.6M ﹤0.01%
67,205
+43,774
3342
$1.6M ﹤0.01%
75,593
+5,494
3343
$1.6M ﹤0.01%
145,601
-138,939
3344
$1.6M ﹤0.01%
59,598
-36,173
3345
$1.6M ﹤0.01%
57,359
-24,187
3346
$1.6M ﹤0.01%
96,216
+2,116
3347
$1.6M ﹤0.01%
69,613
-20,500
3348
$1.59M ﹤0.01%
38,459
+491
3349
$1.59M ﹤0.01%
181,122
+4,761
3350
$1.59M ﹤0.01%
10,312
+902
132 133
134
135 136