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
3951
$757K ﹤0.01%
110,636
-7,792
3952
$757K ﹤0.01%
68,306
+5,101
3953
$756K ﹤0.01%
21,828
+6,848
3954
$755K ﹤0.01%
14,026
+7,205
3955
$755K ﹤0.01%
+42,056
3956
$755K ﹤0.01%
7,566
-873
3957
$754K ﹤0.01%
176,093
-76,186
3958
$754K ﹤0.01%
20,846
-3,498
3959
$754K ﹤0.01%
32,082
+3,363
3960
$754K ﹤0.01%
47,928
-8,628
3961
$752K ﹤0.01%
29,945
-19,854
3962
$752K ﹤0.01%
41,289
-5,267
3963
$752K ﹤0.01%
14,674
-4,045
3964
$752K ﹤0.01%
31,719
-7,843
3965
$751K ﹤0.01%
100,492
+35,917
3966
$751K ﹤0.01%
172,395
+5,801
3967
$748K ﹤0.01%
173,922
-71,994
3968
$748K ﹤0.01%
43,165
-330,331
3969
$748K ﹤0.01%
84,100
-5,200
3970
$748K ﹤0.01%
46,204
-26,953
3971
$747K ﹤0.01%
22,027
+4,794
3972
$747K ﹤0.01%
79,962
-64,613
3973
$746K ﹤0.01%
194,637
-101,300
3974
$744K ﹤0.01%
28,316
+15,263
3975
$738K ﹤0.01%
34,434
-64,295
157 158
159
160 161