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
3851
$866K ﹤0.01%
31,156
+12,943
3852
$865K ﹤0.01%
60,527
+1,334
3853
$863K ﹤0.01%
16,973
-208
3854
$861K ﹤0.01%
137,142
-9,380
3855
$858K ﹤0.01%
55,117
-3,714
3856
$857K ﹤0.01%
26,057
+2,614
3857
$857K ﹤0.01%
74,371
+14,703
3858
$857K ﹤0.01%
89,794
-32,197
3859
$855K ﹤0.01%
88,982
-11,171
3860
$854K ﹤0.01%
47,623
-8,173
3861
$854K ﹤0.01%
173,301
+63,905
3862
$853K ﹤0.01%
+40,616
3863
$849K ﹤0.01%
58,870
+5,655
3864
$848K ﹤0.01%
+1,261
3865
$845K ﹤0.01%
15,451
+5,573
3866
$845K ﹤0.01%
53,093
-46,194
3867
$845K ﹤0.01%
68,594
+11,834
3868
$844K ﹤0.01%
62,395
+15,973
3869
$843K ﹤0.01%
30,806
-38,083
3870
$843K ﹤0.01%
30,460
+6,667
3871
$842K ﹤0.01%
25,835
-27,629
3872
$841K ﹤0.01%
22,626
+6,279
3873
$840K ﹤0.01%
21,172
+3,659
3874
$840K ﹤0.01%
50,555
+11,785
3875
$840K ﹤0.01%
217,642
+138,898
153 154
155
156 157