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
4726
$225K ﹤0.01%
+194
4727
$225K ﹤0.01%
+16,769
4728
$225K ﹤0.01%
36,075
+14,475
4729
$224K ﹤0.01%
17,998
-42,541
4730
$224K ﹤0.01%
24,958
-43,023
4731
$224K ﹤0.01%
+9,177
4732
$223K ﹤0.01%
9,476
-30,524
4733
$222K ﹤0.01%
8,958
+558
4734
$222K ﹤0.01%
158,354
-53,648
4735
$222K ﹤0.01%
+4,099
4736
$221K ﹤0.01%
35,262
+6,527
4737
$220K ﹤0.01%
+11,453
4738
$220K ﹤0.01%
32,481
+1,592
4739
$220K ﹤0.01%
58,923
+15,227
4740
$220K ﹤0.01%
11,188
-2,666
4741
$219K ﹤0.01%
2,887
-2,961
4742
$219K ﹤0.01%
8,434
-1,817
4743
$219K ﹤0.01%
4,805
-1,000
4744
$218K ﹤0.01%
+7,707
4745
$218K ﹤0.01%
+18,502
4746
$218K ﹤0.01%
11,957
-6,630
4747
$218K ﹤0.01%
494,799
4748
$217K ﹤0.01%
62,270
+25,328
4749
$217K ﹤0.01%
10,867
-3,899
4750
$216K ﹤0.01%
+42,020
188 189
190
191 192