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
401
$105M 0.05%
1,060,336
-198,928
402
$104M 0.05%
2,049,954
+235,707
403
$104M 0.05%
28,266,265
-5,426,386
404
$103M 0.05%
1,998,620
+204,622
405
$103M 0.05%
1,425,224
-632,394
406
$103M 0.05%
930,042
-187,990
407
$102M 0.05%
1,595,505
+120,866
408
$102M 0.05%
1,031,616
-48,972
409
$102M 0.05%
274,153
+92,532
410
$102M 0.05%
1,302,172
-86,205
411
$101M 0.05%
4,285,145
-298,066
412
$101M 0.05%
7,900,766
+4,789,227
413
$101M 0.05%
1,759,018
-316,012
414
$101M 0.05%
784,751
-281,802
415
$101M 0.05%
5,978,335
-351,638
416
$99.4M 0.05%
1,189,634
-276,794
417
$99.1M 0.05%
411,554
-168,202
418
$98.5M 0.05%
971,412
+5,201
419
$98.3M 0.05%
2,785,178
-58,577
420
$98.1M 0.05%
3,425,433
-153,428
421
$98M 0.05%
1,848,127
+804,816
422
$97.9M 0.05%
4,770,812
+1,106,015
423
$97.9M 0.05%
924,418
-370,130
424
$97.8M 0.05%
1,264,769
-110,819
425
$97.6M 0.05%
1,093,862
-387,150
15 16
17
18 19