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
4551
$316K ﹤0.01%
+47,749
4552
– –
0
4553
$315K ﹤0.01%
10,109
-21,986
4554
$314K ﹤0.01%
7,797
-3,357
4555
$313K ﹤0.01%
4,800
4556
$313K ﹤0.01%
16,480
-3,910
4557
$312K ﹤0.01%
11,667
-8,717
4558
$311K ﹤0.01%
25,460
+2,267
4559
$311K ﹤0.01%
24,363
+4,037
4560
$310K ﹤0.01%
21,776
+937
4561
$308K ﹤0.01%
370
-1,431
4562
$307K ﹤0.01%
10,404
-9,836
4563
$307K ﹤0.01%
+4,161
4564
$307K ﹤0.01%
20,534
+9,283
4565
$307K ﹤0.01%
+24,545
4566
$306K ﹤0.01%
10,357
4567
$306K ﹤0.01%
20,318
+2,009
4568
$306K ﹤0.01%
16,266
-111,020
4569
$305K ﹤0.01%
19,908
-393
4570
$304K ﹤0.01%
13,153
-2,074
4571
$304K ﹤0.01%
47,289
+16,560
4572
$304K ﹤0.01%
15,417
-89,774
4573
$304K ﹤0.01%
5,342
+2,467
4574
$303K ﹤0.01%
28,248
-59,730
4575
$303K ﹤0.01%
19,529
+291
181 182
183
184 185