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
5051
$70K ﹤0.01%
25,919
-29,391
5052
$70K ﹤0.01%
685
-994
5053
$68K ﹤0.01%
65
-90
5054
$67K ﹤0.01%
+10,099
5055
$66K ﹤0.01%
28,319
+12,354
5056
$65K ﹤0.01%
15,421
+2,127
5057
$64K ﹤0.01%
12,900
-3
5058
$64K ﹤0.01%
32,262
+1,604
5059
$63K ﹤0.01%
33,659
-8,253
5060
$63K ﹤0.01%
435
-1,304
5061
$63K ﹤0.01%
+11,830
5062
$62K ﹤0.01%
3,254
-15,631
5063
$60K ﹤0.01%
15,034
-14,423
5064
$60K ﹤0.01%
+13,254
5065
– –
0
5066
$59K ﹤0.01%
1
5067
$58K ﹤0.01%
275,725
-1,300
5068
$56K ﹤0.01%
5,894
-22,866
5069
$56K ﹤0.01%
44,677
-248,021
5070
$55K ﹤0.01%
3,554
-40,171
5071
$55K ﹤0.01%
14,501
-67,201
5072
$55K ﹤0.01%
11,943
-1,119
5073
$54K ﹤0.01%
49,205
-652
5074
$54K ﹤0.01%
29,400
5075
$53K ﹤0.01%
1,945
-4,950
201 202
203
204 205