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
4951
$121K ﹤0.01%
62
+25
4952
$121K ﹤0.01%
+13,367
4953
$121K ﹤0.01%
24,721
-461,623
4954
$121K ﹤0.01%
13,794
+1,909
4955
$120K ﹤0.01%
15,376
+2,955
4956
$120K ﹤0.01%
3,456
-3,072
4957
$119K ﹤0.01%
13,304
-1,392
4958
$118K ﹤0.01%
13,893
-1,036
4959
$117K ﹤0.01%
24,228
+5,232
4960
$116K ﹤0.01%
+15,947
4961
$116K ﹤0.01%
37,948
+20,266
4962
$116K ﹤0.01%
67,537
+34,714
4963
$114K ﹤0.01%
13,773
-2,965
4964
$113K ﹤0.01%
15,296
-63,239
4965
$113K ﹤0.01%
+5,400
4966
$113K ﹤0.01%
8,024
-2,498
4967
$112K ﹤0.01%
15,905
-15,826
4968
$112K ﹤0.01%
19,460
4969
$112K ﹤0.01%
15,113
-3,114
4970
$111K ﹤0.01%
+19,300
4971
$110K ﹤0.01%
45,893
-433,632
4972
$110K ﹤0.01%
40,539
-78,998
4973
$109K ﹤0.01%
18,442
-77,092
4974
$109K ﹤0.01%
13,070
-58
4975
$109K ﹤0.01%
27,104
-460
197 198
199
200 201