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
3726
$987K ﹤0.01%
23,098
-6,160
3727
$987K ﹤0.01%
33,965
-339,361
3728
$986K ﹤0.01%
24,739
-41,021
3729
$984K ﹤0.01%
125,230
-21,946
3730
$980K ﹤0.01%
11,198
-20,478
3731
$978K ﹤0.01%
28,302
-9,853
3732
$977K ﹤0.01%
105,991
-1,021
3733
$977K ﹤0.01%
237,156
+28,643
3734
$975K ﹤0.01%
43,234
-1,987
3735
$975K ﹤0.01%
+1
3736
$972K ﹤0.01%
42,692
-19,333
3737
$971K ﹤0.01%
53,874
+8,694
3738
$969K ﹤0.01%
293,773
-65,865
3739
$968K ﹤0.01%
40,656
+28,398
3740
$966K ﹤0.01%
51,398
-89,828
3741
$964K ﹤0.01%
33,609
-1,356
3742
$961K ﹤0.01%
39,555
-24,761
3743
$959K ﹤0.01%
63,977
-29,343
3744
$959K ﹤0.01%
92,421
-147,930
3745
$958K ﹤0.01%
35,129
+26,781
3746
$958K ﹤0.01%
245,023
+83,401
3747
$957K ﹤0.01%
117,404
-99,689
3748
$957K ﹤0.01%
26,039
-15,078
3749
$957K ﹤0.01%
80,308
-5,305
3750
$956K ﹤0.01%
95,438
-78,907
148 149
150
151 152