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
4626
$279K ﹤0.01%
+922
4627
$278K ﹤0.01%
16,464
-4,524
4628
$278K ﹤0.01%
18,418
-2,877
4629
$278K ﹤0.01%
19,000
-5,385
4630
$278K ﹤0.01%
17,794
-32,563
4631
$278K ﹤0.01%
6,670
-12,336
4632
$276K ﹤0.01%
33,730
-36,559
4633
$276K ﹤0.01%
13,692
-8,033
4634
$275K ﹤0.01%
25,223
+7,895
4635
$274K ﹤0.01%
9,563
-3,904
4636
$274K ﹤0.01%
+8,374
4637
$274K ﹤0.01%
19,610
-3,404
4638
$272K ﹤0.01%
1,228
-3,121
4639
$267K ﹤0.01%
5,868
-40,915
4640
$266K ﹤0.01%
137,973
-554,454
4641
$266K ﹤0.01%
35,820
-4,785
4642
$265K ﹤0.01%
16,367
-10,360
4643
$265K ﹤0.01%
18,245
-6,515
4644
$263K ﹤0.01%
+31,885
4645
$263K ﹤0.01%
8,980
+2,017
4646
$262K ﹤0.01%
22,635
+2,886
4647
$262K ﹤0.01%
28,544
-30,973
4648
$261K ﹤0.01%
+8,280
4649
$261K ﹤0.01%
7,080
-3,860
4650
$261K ﹤0.01%
19,420
+6,306
184 185
186
187 188