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
4001
$712K ﹤0.01%
37,721
-12,938
4002
$712K ﹤0.01%
57,551
+8,808
4003
$708K ﹤0.01%
180,060
-82,595
4004
$705K ﹤0.01%
39,908
-75,236
4005
$702K ﹤0.01%
80,693
+39,599
4006
$702K ﹤0.01%
63,012
-1,485
4007
$700K ﹤0.01%
336,415
+2,701
4008
$698K ﹤0.01%
+54,049
4009
$697K ﹤0.01%
74,491
-9,166
4010
$696K ﹤0.01%
20,883
-10,059
4011
$694K ﹤0.01%
53,868
+40,916
4012
$693K ﹤0.01%
104,387
+20,577
4013
$693K ﹤0.01%
8,769
+3,340
4014
$693K ﹤0.01%
50,219
-4,798
4015
$690K ﹤0.01%
15,943
-229
4016
$690K ﹤0.01%
52,833
+14,273
4017
$690K ﹤0.01%
10,000
4018
$690K ﹤0.01%
41,030
+11,445
4019
$689K ﹤0.01%
152,124
-96,407
4020
$689K ﹤0.01%
36,527
-17,285
4021
$689K ﹤0.01%
17,836
-160,884
4022
$688K ﹤0.01%
29,815
-25,201
4023
$688K ﹤0.01%
25,822
-700
4024
$688K ﹤0.01%
343,787
+174,000
4025
$688K ﹤0.01%
23,796
-1,372
159 160
161
162 163