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
4651
$259K ﹤0.01%
25,788
+9,403
4652
$259K ﹤0.01%
4,621
-7,393
4653
$258K ﹤0.01%
+5,091
4654
$258K ﹤0.01%
+3,484
4655
$258K ﹤0.01%
8,837
-14,011
4656
$256K ﹤0.01%
4,499
-3,987
4657
$256K ﹤0.01%
17,427
+3,168
4658
$256K ﹤0.01%
3,769
-79,079
4659
$255K ﹤0.01%
10,658
-4,846
4660
$254K ﹤0.01%
10,394
-24,699
4661
$254K ﹤0.01%
12,397
+1,756
4662
$254K ﹤0.01%
9,768
-34,247
4663
$252K ﹤0.01%
+61,089
4664
$251K ﹤0.01%
14,812
+4
4665
$251K ﹤0.01%
+8,114
4666
$251K ﹤0.01%
5,379
-2,421
4667
$251K ﹤0.01%
6,944
+264
4668
$250K ﹤0.01%
11,096
-4,926
4669
$250K ﹤0.01%
70,583
+56,973
4670
$250K ﹤0.01%
67,906
+29,939
4671
$250K ﹤0.01%
+12,400
4672
$248K ﹤0.01%
2,043
-1,115
4673
$248K ﹤0.01%
9,916
-1,562
4674
$247K ﹤0.01%
6,486
-2,077
4675
$247K ﹤0.01%
+20,450
185 186
187
188 189