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
3751
$956K ﹤0.01%
142,323
+109,525
3752
$952K ﹤0.01%
75,347
+12,528
3753
$952K ﹤0.01%
30,761
-6,138
3754
$951K ﹤0.01%
73,040
-41,033
3755
$951K ﹤0.01%
94,306
-41,095
3756
$949K ﹤0.01%
18,190
+3,584
3757
$947K ﹤0.01%
26,374
-770
3758
$946K ﹤0.01%
+33,543
3759
$945K ﹤0.01%
78,309
+6,273
3760
$944K ﹤0.01%
10,501
-35,397
3761
$943K ﹤0.01%
50,137
-10,790
3762
$942K ﹤0.01%
46,025
+23,201
3763
$942K ﹤0.01%
157,419
+35,293
3764
$941K ﹤0.01%
75,504
+11,129
3765
$940K ﹤0.01%
35,515
-6,135
3766
$940K ﹤0.01%
22,462
+11,709
3767
$939K ﹤0.01%
32,102
-60,224
3768
$939K ﹤0.01%
15,315
-3,467
3769
$939K ﹤0.01%
100,768
-156,506
3770
$938K ﹤0.01%
36,764
-114,777
3771
$937K ﹤0.01%
26,465
+1,114
3772
$937K ﹤0.01%
38,053
-452
3773
$936K ﹤0.01%
16,011
-412
3774
$936K ﹤0.01%
+178,001
3775
$935K ﹤0.01%
125,628
+19,085
149 150
151
152 153