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
3776
$934K ﹤0.01%
33,999
-194
3777
$933K ﹤0.01%
16,122
+655
3778
$932K ﹤0.01%
64,931
-31,162
3779
$931K ﹤0.01%
401,655
+241,024
3780
$931K ﹤0.01%
43,810
+31,638
3781
$931K ﹤0.01%
33,814
-1,886
3782
$931K ﹤0.01%
15,509
+4,443
3783
$931K ﹤0.01%
86,256
-109,865
3784
$930K ﹤0.01%
38,486
-32,085
3785
$929K ﹤0.01%
25,774
-30,456
3786
$929K ﹤0.01%
54,601
-26,593
3787
$928K ﹤0.01%
90,228
-15,422
3788
$927K ﹤0.01%
41,626
-137,505
3789
$926K ﹤0.01%
31,931
+6,738
3790
$925K ﹤0.01%
447,024
+335,344
3791
$924K ﹤0.01%
6,181
+4,519
3792
$923K ﹤0.01%
84,574
-4,917
3793
$922K ﹤0.01%
26,099
-3,700
3794
$921K ﹤0.01%
171,222
-15,822
3795
$920K ﹤0.01%
+11,841
3796
$919K ﹤0.01%
334,208
+67,157
3797
$917K ﹤0.01%
34,505
+22,498
3798
$917K ﹤0.01%
14,281
+1,589
3799
$915K ﹤0.01%
5,409
+1,282
3800
$914K ﹤0.01%
18,656
+4,052
150 151
152
153 154