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
426
$97.5M 0.05%
1,269,088
+492,362
427
$97.4M 0.05%
1,867,401
+164,915
428
$97.3M 0.05%
1,922,757
+249,541
429
$97M 0.05%
2,789,856
+248,136
430
$96.6M 0.05%
1,370,936
+134,234
431
$95.5M 0.05%
745,711
+524,022
432
$95.3M 0.05%
1,000,540
+357,678
433
$95.1M 0.04%
3,106,837
-2,871,974
434
$94.9M 0.04%
8,635,770
+1,560,846
435
$94.6M 0.04%
2,152,438
-29,558
436
$94.5M 0.04%
1,109,072
+15,067
437
$94.4M 0.04%
597,596
-241,179
438
$93.9M 0.04%
1,040,887
-5,440
439
$93.3M 0.04%
1,565,576
-215,854
440
$93.3M 0.04%
2,096,266
-278,463
441
$92.9M 0.04%
1,095,835
-628,228
442
$92.8M 0.04%
2,485,993
+980,401
443
$92.7M 0.04%
2,251,275
+1,427,655
444
$92.6M 0.04%
2,213,993
-383,638
445
$92.1M 0.04%
3,312,415
+432,467
446
$91.8M 0.04%
2,429,521
+43,777
447
$91.8M 0.04%
2,763,640
+14,169
448
$91.5M 0.04%
1,187,741
-703,804
449
$91.3M 0.04%
4,045,201
-99,427
450
$90.8M 0.04%
1,240,171
-34,499
16 17
18
19 20