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
501
$76.1M 0.04%
2,060,458
+1,180,536
502
$76M 0.04%
2,095,807
+337,387
503
$75.6M 0.04%
1,496,330
+639,115
504
$75.3M 0.04%
15,368
-3,038
505
$75.2M 0.04%
1,866,691
-185,384
506
$75.1M 0.04%
1,962,365
+1,911,261
507
$74.8M 0.04%
2,317,326
+260,440
508
$74.7M 0.04%
3,946,450
+871,783
509
$74.6M 0.04%
6,582,192
+5,895,269
510
$74.5M 0.04%
1,730,694
+100,017
511
$74.5M 0.04%
754,411
+29,007
512
$74.5M 0.04%
3,256,902
+76,230
513
$74.2M 0.04%
1,158,255
+214,780
514
$73.9M 0.03%
1,651,106
+81,346
515
$73.7M 0.03%
4,808,200
-190,333
516
$73.7M 0.03%
1,952,959
+169,671
517
$73.4M 0.03%
3,775,805
+563,764
518
$72.7M 0.03%
1,139,359
-15,170
519
$72.7M 0.03%
2,795,495
+197,899
520
$72.6M 0.03%
736,458
+138,455
521
$72.2M 0.03%
1,238,918
+16,101
522
$72.1M 0.03%
468,449
-237,384
523
$72M 0.03%
1,046,286
-38,714
524
$71.7M 0.03%
2,990,426
-55,264
525
$71.4M 0.03%
1,694,701
+782,363
19 20
21
22 23