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
351
$133M 0.06%
1,158,051
+94,977
352
$131M 0.06%
1,177,343
+657,051
353
$131M 0.06%
2,175,578
+194,224
354
$127M 0.06%
2,825,591
+2,063,287
355
$127M 0.06%
1,675,390
-1,481,389
356
$126M 0.06%
2,225,389
+36,877
357
$125M 0.06%
5,423,480
+11,148
358
$125M 0.06%
1,692,347
+388,247
359
$125M 0.06%
22,960,612
-1,278,598
360
$125M 0.06%
3,990,524
+1,292,473
361
$124M 0.06%
2,723,604
+1,155,376
362
$124M 0.06%
2,382,909
+34,972
363
$123M 0.06%
1,649,059
+982
364
$122M 0.06%
1,505,263
+290,909
365
$122M 0.06%
3,147,319
+693,192
366
$121M 0.06%
2,686,993
+248,751
367
$121M 0.06%
787,275
+115,309
368
$121M 0.06%
1,862,239
+755,521
369
$120M 0.06%
7,198,559
+112,303
370
$120M 0.06%
2,715,585
-83,174
371
$120M 0.06%
3,636,216
+630,573
372
$119M 0.06%
3,856,372
+1,182,158
373
$117M 0.06%
4,010,500
-205,504
374
$116M 0.06%
2,552,133
+59,485
375
$115M 0.05%
2,686,244
+112,661
13 14
15
16 17