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
3551
$1.23M ﹤0.01%
92,795
+2,780
3552
$1.23M ﹤0.01%
421,597
-199,490
3553
$1.22M ﹤0.01%
47,109
-848
3554
$1.22M ﹤0.01%
90,053
+23,255
3555
$1.22M ﹤0.01%
156,249
+91,275
3556
$1.22M ﹤0.01%
127,179
-31,468
3557
$1.21M ﹤0.01%
27,718
-33,107
3558
$1.21M ﹤0.01%
+51,055
3559
$1.21M ﹤0.01%
78,337
-11,452
3560
$1.21M ﹤0.01%
120,804
+4,908
3561
$1.21M ﹤0.01%
18,796
-7,739
3562
$1.21M ﹤0.01%
71,344
-33,085
3563
$1.21M ﹤0.01%
45,925
-21,395
3564
$1.21M ﹤0.01%
12,649
+743
3565
$1.21M ﹤0.01%
+33,207
3566
$1.21M ﹤0.01%
107,890
-4,800
3567
$1.2M ﹤0.01%
156,510
-4,271
3568
$1.2M ﹤0.01%
29,057
+10,340
3569
$1.2M ﹤0.01%
94,150
+24,535
3570
$1.2M ﹤0.01%
86,620
+32,109
3571
$1.2M ﹤0.01%
81,266
-60,898
3572
$1.2M ﹤0.01%
102,316
-23,668
3573
$1.2M ﹤0.01%
116,730
-5,193
3574
$1.19M ﹤0.01%
8,276
-29,987
3575
$1.19M ﹤0.01%
23,983
-224
141 142
143
144 145