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
4076
$647K ﹤0.01%
36,375
-3,107
4077
$646K ﹤0.01%
28,467
-173,055
4078
$646K ﹤0.01%
70,460
+10,682
4079
$644K ﹤0.01%
63,373
-521,870
4080
$644K ﹤0.01%
54,905
+25,160
4081
$643K ﹤0.01%
17,433
+5,375
4082
$643K ﹤0.01%
55,232
-2,334
4083
$641K ﹤0.01%
96,332
+27,979
4084
$640K ﹤0.01%
49,770
-1,955
4085
$639K ﹤0.01%
109,391
-45,276
4086
$639K ﹤0.01%
10,214
-80
4087
$637K ﹤0.01%
19,090
+4,934
4088
$636K ﹤0.01%
55,598
-30,565
4089
$636K ﹤0.01%
17,649
-9,954
4090
$635K ﹤0.01%
41,760
-100,006
4091
$633K ﹤0.01%
39,442
-101,595
4092
$632K ﹤0.01%
25,325
+5,107
4093
$630K ﹤0.01%
33,713
-1,828
4094
$629K ﹤0.01%
38,976
-46,046
4095
$628K ﹤0.01%
+24,157
4096
$628K ﹤0.01%
29,890
-110,139
4097
$627K ﹤0.01%
135,831
-69,506
4098
$627K ﹤0.01%
25,874
+2,510
4099
$626K ﹤0.01%
49,576
+6,064
4100
$625K ﹤0.01%
64,133
+35,092
162 163
164
165 166