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
4576
$302K ﹤0.01%
+34,873
4577
$301K ﹤0.01%
9,379
-77,373
4578
$301K ﹤0.01%
47,806
-50,091
4579
$300K ﹤0.01%
12,989
+1,259
4580
$300K ﹤0.01%
8,270
-16,905
4581
$300K ﹤0.01%
17,747
-8,332
4582
$299K ﹤0.01%
+12,202
4583
$299K ﹤0.01%
18,051
-161,544
4584
$297K ﹤0.01%
52,153
+41,697
4585
$297K ﹤0.01%
15,512
+2,289
4586
$296K ﹤0.01%
13,590
-46,830
4587
$296K ﹤0.01%
6,667
-1,819
4588
$295K ﹤0.01%
7,023
+757
4589
$295K ﹤0.01%
58,995
-3,885
4590
$294K ﹤0.01%
22,474
4591
$294K ﹤0.01%
42,830
-14,683
4592
$293K ﹤0.01%
+8,993
4593
$293K ﹤0.01%
159,355
+121,859
4594
$293K ﹤0.01%
+16,883
4595
$291K ﹤0.01%
8,709
-1,556
4596
$291K ﹤0.01%
64,120
-14,096
4597
$290K ﹤0.01%
17,329
+3,016
4598
$290K ﹤0.01%
131,938
-11,897
4599
$289K ﹤0.01%
114,746
+10,285
4600
$288K ﹤0.01%
27,499
-15,502
182 183
184
185 186