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
3701
$1.01M ﹤0.01%
33,081
-88,981
3702
$1.01M ﹤0.01%
36,713
-49,227
3703
$1.01M ﹤0.01%
65,963
-1,033
3704
$1.01M ﹤0.01%
155,362
-518,216
3705
$1.01M ﹤0.01%
36,351
+11,322
3706
$1.01M ﹤0.01%
434
-4
3707
$1.01M ﹤0.01%
25,036
-507
3708
$1.01M ﹤0.01%
101,126
-55,131
3709
$1.01M ﹤0.01%
+94,976
3710
$1M ﹤0.01%
245,956
-226,931
3711
$1M ﹤0.01%
247,777
+198,977
3712
$1M ﹤0.01%
62,813
+40,563
3713
$1M ﹤0.01%
23,504
+2,593
3714
$1M ﹤0.01%
43,036
+26,230
3715
$1M ﹤0.01%
20,224
-395
3716
$1M ﹤0.01%
23,905
-144,507
3717
$999K ﹤0.01%
44,308
-124,093
3718
$998K ﹤0.01%
83,591
-15,025
3719
$996K ﹤0.01%
15,465
+3,482
3720
$995K ﹤0.01%
56,957
+12,247
3721
$994K ﹤0.01%
79,669
+8,545
3722
$994K ﹤0.01%
70,772
+14,355
3723
$991K ﹤0.01%
57,458
+4,383
3724
$990K ﹤0.01%
40,019
-102,184
3725
$989K ﹤0.01%
89,277
+26,998
147 148
149
150 151