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
3401
$1.49M ﹤0.01%
56,655
+3,016
3402
$1.48M ﹤0.01%
38,639
+12,657
3403
$1.48M ﹤0.01%
+104,644
3404
$1.48M ﹤0.01%
69,082
+10,342
3405
$1.48M ﹤0.01%
253,997
+33,772
3406
$1.48M ﹤0.01%
61,909
-515
3407
$1.48M ﹤0.01%
91,877
+78,705
3408
$1.47M ﹤0.01%
151,368
+40,165
3409
$1.47M ﹤0.01%
13,973
+5,002
3410
$1.47M ﹤0.01%
210,185
+45,758
3411
$1.47M ﹤0.01%
6,220
+4,273
3412
$1.47M ﹤0.01%
365,311
-119,263
3413
$1.46M ﹤0.01%
44,554
-42,553
3414
$1.46M ﹤0.01%
10,684
-6,214
3415
$1.46M ﹤0.01%
33,912
-1,645
3416
$1.45M ﹤0.01%
158,092
+46,793
3417
$1.45M ﹤0.01%
83,655
-265,575
3418
$1.45M ﹤0.01%
159,697
+2,786
3419
$1.45M ﹤0.01%
104,477
+13,741
3420
$1.45M ﹤0.01%
9,033
-4,851
3421
$1.44M ﹤0.01%
77,180
-20,176
3422
$1.44M ﹤0.01%
183,230
-2,950
3423
$1.43M ﹤0.01%
136,587
+64,745
3424
$1.43M ﹤0.01%
31,593
-720
3425
$1.43M ﹤0.01%
30,672
+1,930
135 136
137
138 139