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
3826
$885K ﹤0.01%
27,806
+8,472
3827
$884K ﹤0.01%
24,052
-68
3828
$884K ﹤0.01%
39,225
+1,896
3829
$882K ﹤0.01%
35,777
-34,074
3830
$880K ﹤0.01%
61,821
+35,402
3831
$880K ﹤0.01%
144,139
-1,284,342
3832
$880K ﹤0.01%
11,070
+1,544
3833
$879K ﹤0.01%
16,571
+506
3834
$877K ﹤0.01%
13,377
-14,879
3835
$877K ﹤0.01%
2,559
+635
3836
$877K ﹤0.01%
50,103
+14,051
3837
$876K ﹤0.01%
55,000
-77,744
3838
$874K ﹤0.01%
18,777
-19,130
3839
$874K ﹤0.01%
20,540
-47,713
3840
$873K ﹤0.01%
46,601
+19,268
3841
$872K ﹤0.01%
67,747
+25,194
3842
$872K ﹤0.01%
176,070
-181,987
3843
$870K ﹤0.01%
40,058
-4,615
3844
$870K ﹤0.01%
27,842
-1,060
3845
$870K ﹤0.01%
63,471
+16,764
3846
$869K ﹤0.01%
107,034
+36,543
3847
$869K ﹤0.01%
135,646
-4,979
3848
$869K ﹤0.01%
82,501
-35,529
3849
$868K ﹤0.01%
62,847
+10,283
3850
$866K ﹤0.01%
83,231
-47,164
152 153
154
155 156