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
4526
$330K ﹤0.01%
10,027
-398
4527
$329K ﹤0.01%
26,417
-33,690
4528
$329K ﹤0.01%
22,066
+7,391
4529
$326K ﹤0.01%
19,399
+9,241
4530
$326K ﹤0.01%
4,896
+862
4531
$323K ﹤0.01%
7,161
-474
4532
$323K ﹤0.01%
27,897
-35,082
4533
$323K ﹤0.01%
89,213
+8,935
4534
$323K ﹤0.01%
28,712
-13,129
4535
$322K ﹤0.01%
131
-13
4536
$321K ﹤0.01%
167,955
+101,114
4537
$321K ﹤0.01%
66,803
-57,897
4538
$320K ﹤0.01%
15,324
-6,130
4539
$320K ﹤0.01%
4,835
+764
4540
$320K ﹤0.01%
156,748
-3,463
4541
$320K ﹤0.01%
23,573
-2,840
4542
$319K ﹤0.01%
62,176
+3,400
4543
$318K ﹤0.01%
50,438
-17,234
4544
$318K ﹤0.01%
4,202
-233
4545
$318K ﹤0.01%
12,581
-2,227
4546
$317K ﹤0.01%
17,015
-8,534
4547
$317K ﹤0.01%
+24,212
4548
$317K ﹤0.01%
+9,184
4549
$317K ﹤0.01%
+14,307
4550
$316K ﹤0.01%
25,373
+9,258
180 181
182
183 184