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
4376
$414K ﹤0.01%
2,127
+481
4377
$414K ﹤0.01%
16,574
+5,158
4378
$414K ﹤0.01%
34,911
-63,528
4379
$413K ﹤0.01%
26,941
+161
4380
$412K ﹤0.01%
129,916
+23,194
4381
$412K ﹤0.01%
7,995
+5,674
4382
$410K ﹤0.01%
25,054
+2,030
4383
$410K ﹤0.01%
39,375
-24,493
4384
$410K ﹤0.01%
7,367
-1,611
4385
$410K ﹤0.01%
9,744
-31,807
4386
$409K ﹤0.01%
21,668
+6,830
4387
$408K ﹤0.01%
14,362
-30,898
4388
$408K ﹤0.01%
+8,148
4389
$408K ﹤0.01%
+56,159
4390
$406K ﹤0.01%
6,390
-15,340
4391
$405K ﹤0.01%
+24,063
4392
$405K ﹤0.01%
14,483
-11,982
4393
$404K ﹤0.01%
24,035
-5,188
4394
$404K ﹤0.01%
10,994
-26,081
4395
$403K ﹤0.01%
37,755
-90,140
4396
$403K ﹤0.01%
5,235
+454
4397
$403K ﹤0.01%
27,599
+1,916
4398
$403K ﹤0.01%
4,286
-40
4399
$402K ﹤0.01%
16,101
+3,041
4400
$401K ﹤0.01%
42,444
+19,787
174 175
176
177 178