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
3526
$1.26M ﹤0.01%
159,470
-2,959
3527
$1.26M ﹤0.01%
46,410
-1,756
3528
$1.26M ﹤0.01%
97,950
+33,151
3529
$1.25M ﹤0.01%
36,596
+23,880
3530
$1.25M ﹤0.01%
42,026
+26,980
3531
$1.25M ﹤0.01%
15,779
-23,499
3532
$1.25M ﹤0.01%
46,340
-49,955
3533
$1.25M ﹤0.01%
101,652
+13,007
3534
$1.24M ﹤0.01%
30,184
+13,546
3535
$1.24M ﹤0.01%
114,943
-10,273
3536
$1.24M ﹤0.01%
66,726
-3,146
3537
$1.24M ﹤0.01%
15,389
-33,519
3538
$1.24M ﹤0.01%
63,135
-4,829
3539
$1.24M ﹤0.01%
40,181
-35,365
3540
$1.24M ﹤0.01%
146,651
+75,202
3541
$1.24M ﹤0.01%
72,127
-9,900
3542
$1.24M ﹤0.01%
5,532
-4,250
3543
$1.23M ﹤0.01%
962
+874
3544
$1.23M ﹤0.01%
41,278
-14,345
3545
$1.23M ﹤0.01%
65,429
+30,372
3546
$1.23M ﹤0.01%
18,421
-1,060
3547
$1.23M ﹤0.01%
70,569
-78,847
3548
$1.23M ﹤0.01%
91,905
+44,617
3549
$1.23M ﹤0.01%
87,500
+20,266
3550
$1.23M ﹤0.01%
34,508
-154
140 141
142
143 144