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
4751
$216K ﹤0.01%
+15,870
4752
$216K ﹤0.01%
+8,686
4753
$216K ﹤0.01%
14,596
-28,198
4754
$215K ﹤0.01%
12,229
-60,203
4755
$215K ﹤0.01%
29,750
-11,750
4756
$215K ﹤0.01%
+11,959
4757
$215K ﹤0.01%
+27,625
4758
$215K ﹤0.01%
23,619
-56,704
4759
$215K ﹤0.01%
12,464
-4,871
4760
$215K ﹤0.01%
19,114
-1,487
4761
$215K ﹤0.01%
5,203
-406
4762
$214K ﹤0.01%
+10,062
4763
$214K ﹤0.01%
+8,909
4764
$214K ﹤0.01%
71,034
-873,629
4765
$213K ﹤0.01%
35,146
-292
4766
$213K ﹤0.01%
27,267
+6,863
4767
$212K ﹤0.01%
21,864
-5,983
4768
$212K ﹤0.01%
10,647
-738
4769
$212K ﹤0.01%
20,600
-8,324
4770
$211K ﹤0.01%
8,386
-2,642
4771
$211K ﹤0.01%
401
-3,824
4772
$211K ﹤0.01%
17,026
-27,466
4773
$211K ﹤0.01%
21,552
-13,450
4774
$211K ﹤0.01%
+4,632
4775
$210K ﹤0.01%
10,535
+308
189 190
191
192 193