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
4026
$688K ﹤0.01%
50,271
+9,580
4027
$687K ﹤0.01%
33,342
+16,651
4028
$687K ﹤0.01%
21,850
-4,815
4029
$686K ﹤0.01%
43,524
+2,892
4030
$685K ﹤0.01%
50,339
+7,899
4031
$684K ﹤0.01%
18,983
+5,992
4032
$684K ﹤0.01%
131,972
-17,110
4033
$681K ﹤0.01%
35,403
-8,910
4034
$680K ﹤0.01%
53,847
+14,356
4035
$679K ﹤0.01%
30,779
-27,763
4036
$679K ﹤0.01%
17,585
+1,397
4037
$677K ﹤0.01%
60,521
-4,049
4038
$677K ﹤0.01%
47,591
+1,008
4039
$677K ﹤0.01%
28,504
-5,333
4040
$676K ﹤0.01%
+44,630
4041
$674K ﹤0.01%
70,868
-2,804
4042
$674K ﹤0.01%
49,336
-30,441
4043
$673K ﹤0.01%
24,746
+5,673
4044
$672K ﹤0.01%
38,064
+22,417
4045
$670K ﹤0.01%
+20
4046
$669K ﹤0.01%
16,953
+1,075
4047
$669K ﹤0.01%
60,315
-46,869
4048
$667K ﹤0.01%
12,738
-49,728
4049
$666K ﹤0.01%
30,328
-49,032
4050
$665K ﹤0.01%
90,469
-173,269
160 161
162
163 164