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
3501
$1.3M ﹤0.01%
71,501
+11,170
3502
$1.3M ﹤0.01%
111,003
-24,425
3503
$1.3M ﹤0.01%
115,046
+12,876
3504
$1.29M ﹤0.01%
+39,664
3505
$1.29M ﹤0.01%
38,083
-4,042
3506
$1.29M ﹤0.01%
28,134
+2,981
3507
$1.29M ﹤0.01%
27,438
+10,609
3508
$1.29M ﹤0.01%
87,532
+11,212
3509
$1.29M ﹤0.01%
94,942
-94,231
3510
$1.29M ﹤0.01%
100,170
-10,339
3511
$1.29M ﹤0.01%
91,827
-2,726
3512
$1.28M ﹤0.01%
52,158
-41,969
3513
$1.28M ﹤0.01%
56,400
-1,473
3514
$1.27M ﹤0.01%
194,313
+132,245
3515
$1.27M ﹤0.01%
64,106
+51,464
3516
$1.27M ﹤0.01%
17,878
-23,264
3517
$1.27M ﹤0.01%
107,343
-39,177
3518
$1.27M ﹤0.01%
44,809
-32,370
3519
$1.27M ﹤0.01%
78,224
+15,462
3520
$1.27M ﹤0.01%
229,962
+203,352
3521
$1.27M ﹤0.01%
129,857
+60,714
3522
$1.26M ﹤0.01%
125,356
-10,421
3523
$1.26M ﹤0.01%
74,722
+63,612
3524
$1.26M ﹤0.01%
+8,563
3525
$1.26M ﹤0.01%
52,361
+4,127
139 140
141
142 143