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
3876
$838K ﹤0.01%
17,234
-2,098
3877
$838K ﹤0.01%
57,177
-1,823
3878
$835K ﹤0.01%
33,354
+4,746
3879
$833K ﹤0.01%
61,469
+6,543
3880
$830K ﹤0.01%
68,814
-93,692
3881
$829K ﹤0.01%
35,866
+9,929
3882
$828K ﹤0.01%
+82,741
3883
$824K ﹤0.01%
168,252
-8,997
3884
$822K ﹤0.01%
40,973
-15,847
3885
$821K ﹤0.01%
132,662
-55,446
3886
$818K ﹤0.01%
20,894
-5,387
3887
$816K ﹤0.01%
146,643
+124,934
3888
$815K ﹤0.01%
17,350
-8,184
3889
$814K ﹤0.01%
186,530
-36,392
3890
$813K ﹤0.01%
61,649
-4,700
3891
$813K ﹤0.01%
98,774
+42,396
3892
$813K ﹤0.01%
41,081
+10,903
3893
$812K ﹤0.01%
143,413
-40,962
3894
$811K ﹤0.01%
18,464
-32,747
3895
$810K ﹤0.01%
20,076
+5,654
3896
$808K ﹤0.01%
23,509
+349
3897
$807K ﹤0.01%
70
-22
3898
$807K ﹤0.01%
60,890
+9,699
3899
$806K ﹤0.01%
+55,556
3900
$804K ﹤0.01%
231,588
-1,639
154 155
156
157 158