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
526
$71.3M 0.03%
770,532
+104,755
527
$71.3M 0.03%
7,962,810
-789,280
528
$71.1M 0.03%
1,403,255
+420,002
529
$70.9M 0.03%
533,940
-291,574
530
$70.9M 0.03%
2,228,225
+776,283
531
$70.8M 0.03%
1,407,277
-14,843
532
$70.5M 0.03%
1,506,321
-146,431
533
$70.3M 0.03%
669,732
+442,095
534
$70.1M 0.03%
1,310,580
+269,226
535
$69.9M 0.03%
868,231
-86,955
536
$69.8M 0.03%
3,299,958
-447,308
537
$69.8M 0.03%
1,655,756
+95,632
538
$69.7M 0.03%
769,973
-64,357
539
$69.7M 0.03%
1,480,098
-158,688
540
$69.5M 0.03%
1,411,023
+455,997
541
$69.2M 0.03%
2,252,248
+1,001,741
542
$68.8M 0.03%
4,718,450
-1,233,724
543
$68.7M 0.03%
2,256,064
+1,807,958
544
$68.7M 0.03%
8,645,062
+2,318,813
545
$68.6M 0.03%
1,914,048
+189,055
546
$68.6M 0.03%
3,597,594
-1,080,027
547
$68.4M 0.03%
2,764,630
-600,512
548
$68.2M 0.03%
1,009,355
-38,556
549
$68.1M 0.03%
2,736,297
+613,522
550
$68M 0.03%
1,846,286
+192,872
20 21
22
23 24