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
4801
$202K ﹤0.01%
12,840
-4,904
4802
$202K ﹤0.01%
6,781
-814
4803
$202K ﹤0.01%
15,525
-10,725
4804
$201K ﹤0.01%
+5,929
4805
$201K ﹤0.01%
+3,640
4806
$201K ﹤0.01%
22,683
-2,000
4807
$200K ﹤0.01%
3,251
-1,522
4808
$199K ﹤0.01%
15,435
4809
$199K ﹤0.01%
8
-2
4810
$199K ﹤0.01%
12,938
-28,398
4811
$199K ﹤0.01%
28,326
-8,962
4812
$198K ﹤0.01%
49,576
-2,090
4813
$198K ﹤0.01%
15,228
-508
4814
$197K ﹤0.01%
15,673
+5,423
4815
$196K ﹤0.01%
23,376
+19,851
4816
$196K ﹤0.01%
+48,358
4817
$196K ﹤0.01%
28,318
-2,868
4818
$195K ﹤0.01%
1,976
+751
4819
$195K ﹤0.01%
13,944
-12,951
4820
$194K ﹤0.01%
12,587
+900
4821
$193K ﹤0.01%
19,152
+884
4822
$192K ﹤0.01%
22,368
-4,402
4823
$192K ﹤0.01%
14,221
-7,758
4824
$192K ﹤0.01%
+13,498
4825
$192K ﹤0.01%
14,791
-1,769
191 192
193
194 195