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
3476
$1.33M ﹤0.01%
39,320
+8,622
3477
$1.33M ﹤0.01%
37,110
+4,015
3478
$1.33M ﹤0.01%
44,218
-8,051
3479
$1.33M ﹤0.01%
15,351
-1,829
3480
$1.32M ﹤0.01%
+65,418
3481
$1.32M ﹤0.01%
+143,199
3482
$1.32M ﹤0.01%
102,087
+22,107
3483
$1.32M ﹤0.01%
65,897
-15,122
3484
$1.32M ﹤0.01%
27,560
+4,346
3485
– –
0
3486
$1.32M ﹤0.01%
40,298
-972
3487
$1.32M ﹤0.01%
97,510
-33,019
3488
$1.32M ﹤0.01%
1,864
-965
3489
$1.31M ﹤0.01%
30,898
-30,569
3490
$1.31M ﹤0.01%
6,514
+232
3491
$1.31M ﹤0.01%
104,952
+7,640
3492
$1.31M ﹤0.01%
72,324
-2,763
3493
$1.31M ﹤0.01%
36,748
-86,209
3494
$1.31M ﹤0.01%
73,661
-3,331
3495
$1.3M ﹤0.01%
267,528
-107,524
3496
$1.3M ﹤0.01%
111,177
+31,101
3497
$1.3M ﹤0.01%
264,450
+33,230
3498
$1.3M ﹤0.01%
28,143
-3,328
3499
$1.3M ﹤0.01%
64,280
-38,555
3500
$1.3M ﹤0.01%
125,855
+12,046
138 139
140
141 142