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
3676
$1.05M ﹤0.01%
+13,086
3677
$1.05M ﹤0.01%
+59,130
3678
$1.05M ﹤0.01%
10,665
-276
3679
$1.04M ﹤0.01%
+79,527
3680
$1.04M ﹤0.01%
34,710
+9,394
3681
$1.04M ﹤0.01%
42,330
-9,570
3682
$1.04M ﹤0.01%
136,964
+50,555
3683
$1.04M ﹤0.01%
44,244
+19,908
3684
$1.04M ﹤0.01%
72,838
-32,172
3685
$1.04M ﹤0.01%
79,656
+1,940
3686
$1.03M ﹤0.01%
84,353
+16,430
3687
$1.03M ﹤0.01%
46,021
-6,882
3688
$1.03M ﹤0.01%
95,570
+20,761
3689
$1.03M ﹤0.01%
63,704
-1,432
3690
$1.03M ﹤0.01%
16,285
-7,784
3691
$1.03M ﹤0.01%
17,336
-29,916
3692
$1.03M ﹤0.01%
160,547
-103,198
3693
$1.02M ﹤0.01%
86,878
+545
3694
$1.02M ﹤0.01%
29,210
-37,026
3695
$1.02M ﹤0.01%
41,336
-110,185
3696
$1.02M ﹤0.01%
20,504
-5
3697
$1.02M ﹤0.01%
12,080
-24,573
3698
$1.02M ﹤0.01%
30,218
+5,516
3699
$1.01M ﹤0.01%
+102,997
3700
$1.01M ﹤0.01%
67,150
+36,698
146 147
148
149 150