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
3626
$1.13M ﹤0.01%
18,200
-18,699
3627
$1.13M ﹤0.01%
27,423
-1
3628
$1.12M ﹤0.01%
268,887
+70,869
3629
$1.12M ﹤0.01%
75,760
+51,005
3630
$1.12M ﹤0.01%
225,568
-8,303
3631
$1.12M ﹤0.01%
154,556
+2,360
3632
$1.12M ﹤0.01%
37,499
+5,304
3633
$1.12M ﹤0.01%
39,099
-46,415
3634
$1.11M ﹤0.01%
+56,886
3635
$1.11M ﹤0.01%
24,055
+16,228
3636
$1.11M ﹤0.01%
38,487
+566
3637
$1.11M ﹤0.01%
63,416
-219,755
3638
$1.1M ﹤0.01%
73,171
+1,581
3639
$1.1M ﹤0.01%
17,874
-9,580
3640
$1.1M ﹤0.01%
20,978
+7,276
3641
$1.1M ﹤0.01%
26,115
+3,552
3642
$1.1M ﹤0.01%
47,553
+2,522
3643
$1.1M ﹤0.01%
26,097
+7,567
3644
$1.1M ﹤0.01%
109,166
-15,518
3645
$1.1M ﹤0.01%
86,787
+15,762
3646
$1.1M ﹤0.01%
+63,815
3647
$1.1M ﹤0.01%
36,807
+18,723
3648
$1.1M ﹤0.01%
65,360
+35,611
3649
$1.09M ﹤0.01%
298,072
-16,300
3650
$1.09M ﹤0.01%
60,675
+1,644
144 145
146
147 148