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
5151
$19K ﹤0.01%
1
5152
$19K ﹤0.01%
11,355
-93,338
5153
$18K ﹤0.01%
+16,301
5154
$17K ﹤0.01%
53,388
+36,515
5155
$16K ﹤0.01%
+2,204
5156
$16K ﹤0.01%
3,300
5157
$16K ﹤0.01%
12
-54
5158
$15K ﹤0.01%
10,300
-4,962
5159
$15K ﹤0.01%
19,800
5160
$15K ﹤0.01%
247,840
5161
$13K ﹤0.01%
6,895
-866
5162
$10K ﹤0.01%
+12,000
5163
$10K ﹤0.01%
+1,141
5164
$9K ﹤0.01%
106
5165
$8K ﹤0.01%
2,000
-400
5166
$7K ﹤0.01%
2,143
5167
$4K ﹤0.01%
10,500
-23,836
5168
$4K ﹤0.01%
21,000
-2,000
5169
$2K ﹤0.01%
+21,550
5170
– –
-3,377
5171
– –
-12,722
5172
– –
-694,142
5173
– –
-28,773
5174
– –
-317,176
5175
– –
-2,161,751
205 206
207
208 209