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
3926
$784K ﹤0.01%
16,863
-16,242
3927
$783K ﹤0.01%
309,528
+247,734
3928
$782K ﹤0.01%
432,008
+150,459
3929
$780K ﹤0.01%
64,491
+4,574
3930
$779K ﹤0.01%
19,925
-3,320
3931
$778K ﹤0.01%
158,455
+17,518
3932
$776K ﹤0.01%
46,591
-171,744
3933
$776K ﹤0.01%
124,785
-34,942
3934
$775K ﹤0.01%
12,416
+4
3935
$772K ﹤0.01%
10,190
-6,452
3936
$771K ﹤0.01%
4,828
+214
3937
$770K ﹤0.01%
39,619
+19,714
3938
$769K ﹤0.01%
59,507
+11,124
3939
$767K ﹤0.01%
24,835
+10,308
3940
$766K ﹤0.01%
53,710
-23,776
3941
$766K ﹤0.01%
109,388
+87,868
3942
$765K ﹤0.01%
68,281
-884
3943
$764K ﹤0.01%
24,695
-446
3944
$764K ﹤0.01%
30,670
-5,222
3945
$763K ﹤0.01%
+12
3946
$762K ﹤0.01%
77,379
+49,298
3947
$761K ﹤0.01%
2,397
+417
3948
$760K ﹤0.01%
232,540
+70,534
3949
$760K ﹤0.01%
67,142
-268,109
3950
$760K ﹤0.01%
141,961
+46,326
156 157
158
159 160