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
4126
$598K ﹤0.01%
17,485
-13,949
4127
$597K ﹤0.01%
12,344
+3,502
4128
$597K ﹤0.01%
16,488
-18,840
4129
$597K ﹤0.01%
42,318
-42,678
4130
$596K ﹤0.01%
7,196
+3,736
4131
$595K ﹤0.01%
44,369
-1,261
4132
$593K ﹤0.01%
23,113
+1,206
4133
$593K ﹤0.01%
20,655
-384
4134
$593K ﹤0.01%
58,097
+12,073
4135
$593K ﹤0.01%
35,828
-14,766
4136
$591K ﹤0.01%
228,186
-16,460
4137
$591K ﹤0.01%
38,768
+3,945
4138
$590K ﹤0.01%
17,707
-5,126
4139
$590K ﹤0.01%
53,459
+536
4140
$589K ﹤0.01%
60,043
+29,090
4141
$588K ﹤0.01%
11,004
+1,762
4142
$588K ﹤0.01%
31,786
-20,787
4143
$587K ﹤0.01%
1,316
+468
4144
$587K ﹤0.01%
+10,645
4145
$586K ﹤0.01%
24,638
-4,838
4146
$586K ﹤0.01%
24,367
-87,246
4147
$586K ﹤0.01%
45,976
+6,600
4148
$585K ﹤0.01%
11,760
-964
4149
$583K ﹤0.01%
8,921
+1,188
4150
$582K ﹤0.01%
37,480
-15,360
164 165
166
167 168