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
4826
$191K ﹤0.01%
16,824
-36,509
4827
$190K ﹤0.01%
14,414
-127,159
4828
$188K ﹤0.01%
+10,666
4829
$188K ﹤0.01%
+162
4830
$188K ﹤0.01%
+25,950
4831
$188K ﹤0.01%
15,014
-29,811
4832
$187K ﹤0.01%
83,408
-24,725
4833
$187K ﹤0.01%
4,908
+2,365
4834
$187K ﹤0.01%
+20,100
4835
$187K ﹤0.01%
10,465
-5,050
4836
$187K ﹤0.01%
+10,197
4837
$186K ﹤0.01%
+10,957
4838
$185K ﹤0.01%
26,737
-92,487
4839
$185K ﹤0.01%
+15,015
4840
$184K ﹤0.01%
+333
4841
$183K ﹤0.01%
100,645
+10,801
4842
$182K ﹤0.01%
30,378
-13,917
4843
$181K ﹤0.01%
57,127
+19,342
4844
$179K ﹤0.01%
20,550
-2,000
4845
$179K ﹤0.01%
11,229
-508
4846
$179K ﹤0.01%
46
+21
4847
$179K ﹤0.01%
28,271
-28,604
4848
$178K ﹤0.01%
63
+3
4849
$178K ﹤0.01%
10,660
-146,540
4850
$177K ﹤0.01%
30,903
-34,911
192 193
194
195 196