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
26
$941M 0.44%
29,947,583
+4,675,706
27
$928M 0.44%
7,239,647
+553,749
28
$923M 0.44%
12,528,337
+1,192,763
29
$879M 0.42%
32,242,879
-9,402,125
30
$878M 0.42%
4,961,166
-525,902
31
$854M 0.4%
38,209,440
-834,476
32
$853M 0.4%
10,854,042
+397,944
33
$833M 0.39%
12,282,210
-229,074
34
$833M 0.39%
12,380,550
-508,860
35
$825M 0.39%
32,314,452
-2,398,461
36
$821M 0.39%
13,825,649
-549,357
37
$749M 0.35%
58,095,270
-11,417,565
38
$740M 0.35%
16,504,679
+715,883
39
$737M 0.35%
13,528,461
+2,926,242
40
$721M 0.34%
11,293,757
-363,897
41
$713M 0.34%
26,183,738
+1,545,921
42
$712M 0.34%
8,995,109
+24,648
43
$707M 0.33%
2,873,416
+103,773
44
$692M 0.33%
10,851,027
+6,423,210
45
$684M 0.32%
18,813,565
+819,580
46
$680M 0.32%
29,027,742
+5,698,572
47
$673M 0.32%
3,000,425
+47,187
48
$670M 0.32%
29,218,648
-2,191,001
49
$667M 0.32%
5,876,908
-108,976
50
$665M 0.31%
40,416,180
-2,140,008
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2
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