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
4676
$247K ﹤0.01%
12,672
-3,702
4677
$246K ﹤0.01%
18,721
+5,424
4678
$245K ﹤0.01%
+6,044
4679
$245K ﹤0.01%
+19,296
4680
$244K ﹤0.01%
22,996
-2,982
4681
$244K ﹤0.01%
16,879
+4,006
4682
$243K ﹤0.01%
9,313
-53,267
4683
$242K ﹤0.01%
58
-90
4684
$242K ﹤0.01%
17,960
+2,724
4685
$241K ﹤0.01%
15,309
-4,174
4686
$241K ﹤0.01%
18,636
+1,200
4687
$240K ﹤0.01%
+1,084
4688
$240K ﹤0.01%
20,141
-4,321
4689
$240K ﹤0.01%
1,483
+115
4690
$239K ﹤0.01%
31,834
+863
4691
$238K ﹤0.01%
8,285
-46,930
4692
$238K ﹤0.01%
17,426
-2,990
4693
$238K ﹤0.01%
54,456
-7,643
4694
$237K ﹤0.01%
9,805
-3,310
4695
$236K ﹤0.01%
3,383
-103
4696
$236K ﹤0.01%
8,954
-91
4697
$236K ﹤0.01%
94,528
-2,878,560
4698
$236K ﹤0.01%
3,962
+224
4699
$236K ﹤0.01%
+16,700
4700
$236K ﹤0.01%
22,377
-116,845
186 187
188
189 190