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
4851
$177K ﹤0.01%
72,523
+3,189
4852
$176K ﹤0.01%
13,852
-817
4853
$176K ﹤0.01%
29,098
+11,342
4854
$175K ﹤0.01%
1,662
+448
4855
$175K ﹤0.01%
17,626
-32,117
4856
$174K ﹤0.01%
229,000
+35,000
4857
$173K ﹤0.01%
11,353
-7,743
4858
$173K ﹤0.01%
10,894
+77
4859
$173K ﹤0.01%
476,543
+419,933
4860
$172K ﹤0.01%
+24,676
4861
$171K ﹤0.01%
10,936
-10,102
4862
$171K ﹤0.01%
29,925
-2,088
4863
$171K ﹤0.01%
+2,437
4864
$171K ﹤0.01%
14,363
-357
4865
$171K ﹤0.01%
14,562
-1,727
4866
$171K ﹤0.01%
20,830
+1,779
4867
$171K ﹤0.01%
10,976
-9,489
4868
$170K ﹤0.01%
55,996
-480
4869
$169K ﹤0.01%
+16,114
4870
$169K ﹤0.01%
14,908
+2,745
4871
$169K ﹤0.01%
12,401
-10,719
4872
$166K ﹤0.01%
69,084
-521
4873
$166K ﹤0.01%
23,734
+8,111
4874
$165K ﹤0.01%
+11,061
4875
$165K ﹤0.01%
14,058
-91,352
193 194
195
196 197