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
4201
$540K ﹤0.01%
110,940
+4,375
4202
$538K ﹤0.01%
16,075
-890
4203
$537K ﹤0.01%
31,261
+7,406
4204
$536K ﹤0.01%
14,984
+6,514
4205
$536K ﹤0.01%
30,043
-139,825
4206
$535K ﹤0.01%
31,765
-62,411
4207
$533K ﹤0.01%
68,832
-22,236
4208
$533K ﹤0.01%
20,653
-33,870
4209
$533K ﹤0.01%
17,601
+8,476
4210
$533K ﹤0.01%
1,366
-390
4211
$531K ﹤0.01%
28,554
-6,966
4212
$531K ﹤0.01%
25,373
-30,317
4213
$529K ﹤0.01%
40,394
-640
4214
$528K ﹤0.01%
19,524
-6,084
4215
$527K ﹤0.01%
18,839
-353
4216
$527K ﹤0.01%
33,612
-12,145
4217
$526K ﹤0.01%
53,220
+2,692
4218
$525K ﹤0.01%
37,508
-784
4219
$524K ﹤0.01%
170,329
+147,392
4220
$523K ﹤0.01%
9,872
-1,725
4221
$520K ﹤0.01%
44,063
+21,901
4222
$520K ﹤0.01%
46,011
-23,657
4223
$519K ﹤0.01%
28,112
+14,578
4224
$518K ﹤0.01%
30,785
-12,969
4225
$518K ﹤0.01%
25,202
+15,654
167 168
169
170 171