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
4926
$132K ﹤0.01%
13,590
-1,531
4927
$132K ﹤0.01%
10,095
-2,386
4928
$132K ﹤0.01%
+31,322
4929
$131K ﹤0.01%
17,678
+5,078
4930
$131K ﹤0.01%
596
+291
4931
$131K ﹤0.01%
8,612
-3,236
4932
$130K ﹤0.01%
11,000
4933
$130K ﹤0.01%
+11,414
4934
$129K ﹤0.01%
24,560
-998
4935
$129K ﹤0.01%
61,925
+34,408
4936
$128K ﹤0.01%
+5,141
4937
– –
0
4938
$128K ﹤0.01%
42,373
+10,866
4939
$127K ﹤0.01%
17,843
-1,992
4940
$126K ﹤0.01%
16,609
-4,728
4941
$126K ﹤0.01%
72,672
+16,808
4942
$126K ﹤0.01%
13,399
-1,916
4943
$125K ﹤0.01%
15,904
-10,542
4944
$124K ﹤0.01%
17,200
4945
$123K ﹤0.01%
13,227
+518
4946
$123K ﹤0.01%
32,348
+7,940
4947
$122K ﹤0.01%
+29,137
4948
$122K ﹤0.01%
+26,444
4949
$122K ﹤0.01%
34,004
-23
4950
$121K ﹤0.01%
50,166
+22,551
196 197
198
199 200