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
4326
$453K ﹤0.01%
65,306
-16,226
4327
$452K ﹤0.01%
8,515
-2,363
4328
$450K ﹤0.01%
85,924
+12,714
4329
$450K ﹤0.01%
30,208
+4,146
4330
$449K ﹤0.01%
25,063
+7,446
4331
$449K ﹤0.01%
21,580
+13,431
4332
$447K ﹤0.01%
14,855
-2,066
4333
$447K ﹤0.01%
20,435
+7,411
4334
$445K ﹤0.01%
63,089
+6,261
4335
$445K ﹤0.01%
56,582
-3,222
4336
$445K ﹤0.01%
27,216
+7,104
4337
$445K ﹤0.01%
24,567
-13,549
4338
$445K ﹤0.01%
18,597
-10,607
4339
$444K ﹤0.01%
71,070
+19,190
4340
$444K ﹤0.01%
47,237
-7,645
4341
$444K ﹤0.01%
45,406
-3,832
4342
$443K ﹤0.01%
+39,362
4343
$443K ﹤0.01%
+18,444
4344
$443K ﹤0.01%
60,709
-216,759
4345
$442K ﹤0.01%
21,821
-100,644
4346
$440K ﹤0.01%
20,195
-1,527
4347
$439K ﹤0.01%
22,350
-2,032
4348
$436K ﹤0.01%
+21,250
4349
$435K ﹤0.01%
59,374
-4,339
4350
$435K ﹤0.01%
11,587
+5,565
172 173
174
175 176