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
5076
$52K ﹤0.01%
9
-62
5077
$52K ﹤0.01%
20,496
-7,698
5078
$51K ﹤0.01%
12,641
-3
5079
$51K ﹤0.01%
35,557
+5,820
5080
$51K ﹤0.01%
180,392
+6,692
5081
$51K ﹤0.01%
3,775
-3,802
5082
$50K ﹤0.01%
+26,750
5083
$50K ﹤0.01%
+3,178
5084
$50K ﹤0.01%
1,947
-6,119
5085
$49K ﹤0.01%
2,432
-5,503
5086
$47K ﹤0.01%
79,500
-96,000
5087
$46K ﹤0.01%
14,300
-7
5088
$46K ﹤0.01%
+31,943
5089
$46K ﹤0.01%
16,000
5090
$44K ﹤0.01%
2,592
-15,869
5091
$44K ﹤0.01%
+2,860
5092
$43K ﹤0.01%
+15,437
5093
$42K ﹤0.01%
54,204
+17,783
5094
$42K ﹤0.01%
12,200
+72
5095
$41K ﹤0.01%
4,025
-255,006
5096
$41K ﹤0.01%
12,500
-38
5097
$41K ﹤0.01%
32,447
-474,526
5098
$41K ﹤0.01%
34,750
-5
5099
$39K ﹤0.01%
24,029
+4,984
5100
$39K ﹤0.01%
1
202 203
204
205 206