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
3901
$803K ﹤0.01%
263,459
-218,562
3902
$803K ﹤0.01%
62,819
-23,893
3903
$803K ﹤0.01%
65,075
+1,213
3904
$803K ﹤0.01%
59,144
-1,306
3905
$802K ﹤0.01%
170,188
-51,019
3906
$802K ﹤0.01%
61,577
+1,337
3907
$800K ﹤0.01%
18,182
-13,620
3908
$799K ﹤0.01%
48,297
-5,055
3909
$796K ﹤0.01%
30,364
-9,361
3910
$796K ﹤0.01%
37,537
+12,418
3911
$794K ﹤0.01%
16,730
-3,583
3912
$793K ﹤0.01%
12,450
+1,175
3913
$792K ﹤0.01%
48,945
-11,855
3914
$791K ﹤0.01%
+17,372
3915
$791K ﹤0.01%
87,085
+23,494
3916
$791K ﹤0.01%
14,054
-1,577
3917
$790K ﹤0.01%
96,771
-170,197
3918
$789K ﹤0.01%
81,604
-2,287
3919
$788K ﹤0.01%
149,364
-28,654
3920
$788K ﹤0.01%
55,213
+14,847
3921
$788K ﹤0.01%
250,921
+13,526
3922
$787K ﹤0.01%
104,719
-169,750
3923
$785K ﹤0.01%
53,090
-9,770
3924
$785K ﹤0.01%
59,939
+49,833
3925
$784K ﹤0.01%
41,116
+5,382
155 156
157
158 159