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
4051
$665K ﹤0.01%
21,448
+11,516
4052
$662K ﹤0.01%
24,244
-117,758
4053
$662K ﹤0.01%
24,875
+10,844
4054
$657K ﹤0.01%
18,302
-19,763
4055
$657K ﹤0.01%
+2,664
4056
$657K ﹤0.01%
32,540
-8,453
4057
$657K ﹤0.01%
+20,527
4058
$656K ﹤0.01%
17,414
-2,854
4059
$656K ﹤0.01%
56,660
-92,215
4060
$655K ﹤0.01%
7,943
-8,733
4061
$655K ﹤0.01%
697
+235
4062
$654K ﹤0.01%
+21,876
4063
$652K ﹤0.01%
40,215
-32,329
4064
$652K ﹤0.01%
48,476
-18,166
4065
$652K ﹤0.01%
46,764
+8,538
4066
$652K ﹤0.01%
14,784
+2,172
4067
$652K ﹤0.01%
34,612
+24,010
4068
$651K ﹤0.01%
65,564
+28,409
4069
$650K ﹤0.01%
124,541
+78,758
4070
$650K ﹤0.01%
72,126
-21,052
4071
$648K ﹤0.01%
27,954
-16,176
4072
$648K ﹤0.01%
13,976
-1,798
4073
$648K ﹤0.01%
24,755
-8,884
4074
$648K ﹤0.01%
35,577
+14,520
4075
$647K ﹤0.01%
45,473
-3,464
161 162
163
164 165