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
4276
$487K ﹤0.01%
215,430
-51,094
4277
$487K ﹤0.01%
24,500
+2,491
4278
$483K ﹤0.01%
29,049
+546
4279
$480K ﹤0.01%
30,700
-64,441
4280
$480K ﹤0.01%
8,849
+2,225
4281
$480K ﹤0.01%
23,246
+4,555
4282
$479K ﹤0.01%
14,422
-36,133
4283
$479K ﹤0.01%
15,102
-10,437
4284
$478K ﹤0.01%
17,827
-29,287
4285
$478K ﹤0.01%
+8,031
4286
$478K ﹤0.01%
11,948
-62,257
4287
$477K ﹤0.01%
26,575
-18,906
4288
$477K ﹤0.01%
101,412
+52,074
4289
$476K ﹤0.01%
+35,999
4290
$476K ﹤0.01%
78,851
-4,752
4291
$475K ﹤0.01%
39,166
+21,726
4292
$474K ﹤0.01%
35,298
-5,721
4293
$474K ﹤0.01%
32,318
-5,974
4294
$473K ﹤0.01%
+41,168
4295
$473K ﹤0.01%
34,437
-55,125
4296
$472K ﹤0.01%
13,987
+1,583
4297
$472K ﹤0.01%
16,220
+1,220
4298
$471K ﹤0.01%
51,224
-604
4299
$471K ﹤0.01%
6,967
+1,778
4300
$471K ﹤0.01%
+79,155
170 171
172
173 174