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
3351
$1.59M ﹤0.01%
89,095
-7,640
3352
$1.59M ﹤0.01%
29,031
+10,627
3353
$1.58M ﹤0.01%
114,398
-24,721
3354
$1.58M ﹤0.01%
121,715
+16,956
3355
$1.58M ﹤0.01%
76,038
+5,710
3356
$1.58M ﹤0.01%
+27,688
3357
$1.58M ﹤0.01%
51,723
-30,630
3358
$1.57M ﹤0.01%
15,246
-477
3359
$1.57M ﹤0.01%
57,002
-25,494
3360
$1.57M ﹤0.01%
3,352
-2,305
3361
$1.56M ﹤0.01%
27,767
+2,787
3362
$1.56M ﹤0.01%
21,294
+6,851
3363
$1.56M ﹤0.01%
111,030
+79,006
3364
$1.56M ﹤0.01%
107,865
+42,145
3365
$1.56M ﹤0.01%
+75,599
3366
$1.55M ﹤0.01%
64,608
-67,114
3367
$1.55M ﹤0.01%
14,269
+1,526
3368
$1.55M ﹤0.01%
68,464
+10,829
3369
$1.55M ﹤0.01%
71,879
-17,771
3370
$1.55M ﹤0.01%
347,760
+43,242
3371
$1.55M ﹤0.01%
359,978
-335,997
3372
$1.55M ﹤0.01%
37,052
+2,160
3373
$1.54M ﹤0.01%
84,094
-104,940
3374
$1.54M ﹤0.01%
74,648
-508,517
3375
$1.53M ﹤0.01%
98,975
-130,688
133 134
135
136 137