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
4876
$164K ﹤0.01%
+18
4877
$163K ﹤0.01%
14,301
-94,004
4878
$163K ﹤0.01%
41,679
-5,510
4879
$162K ﹤0.01%
16,806
-2,207
4880
$162K ﹤0.01%
+12,272
4881
$161K ﹤0.01%
11,893
-3,590
4882
$161K ﹤0.01%
3,878
+1,465
4883
$161K ﹤0.01%
208
-1,214
4884
$161K ﹤0.01%
12,727
-49,501
4885
$159K ﹤0.01%
12,229
-19,831
4886
$157K ﹤0.01%
87,095
-26,872
4887
$157K ﹤0.01%
+10,241
4888
$156K ﹤0.01%
22,634
-8,398
4889
$156K ﹤0.01%
25,942
+1,385
4890
$155K ﹤0.01%
26,940
+16,538
4891
$154K ﹤0.01%
22,478
-1,653
4892
$154K ﹤0.01%
10,845
+216
4893
$154K ﹤0.01%
14,150
-22,156
4894
$153K ﹤0.01%
45,000
4895
$152K ﹤0.01%
15,931
+3,150
4896
$151K ﹤0.01%
22,924
+5,428
4897
$151K ﹤0.01%
42,969
-11,631
4898
$149K ﹤0.01%
40,488
-13,305
4899
$149K ﹤0.01%
39,162
+23,092
4900
$149K ﹤0.01%
45,220
-35,690
194 195
196
197 198