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
651
$52.8M 0.03%
440,289
+254,930
652
$52.8M 0.02%
684,231
+53,008
653
$52.6M 0.02%
1,004,753
-2,578
654
$52.6M 0.02%
1,727,318
-267,089
655
$52.4M 0.02%
2,745,471
+345,200
656
$52.4M 0.02%
783,503
-69,784
657
$52.2M 0.02%
2,114,628
+983,910
658
$52.1M 0.02%
1,545,045
+183,158
659
$52M 0.02%
684,763
-119,383
660
$51.8M 0.02%
764,043
+13,671
661
$51.8M 0.02%
1,893,476
-330,002
662
$51.7M 0.02%
639,701
-91,041
663
$51.6M 0.02%
2,611,878
+568,915
664
$51.6M 0.02%
717,467
+23,120
665
$51.4M 0.02%
3,346,951
-191,589
666
$51.4M 0.02%
1,980,196
+129,816
667
$51.4M 0.02%
1,556,790
-192,586
668
$51.4M 0.02%
370,300
-286,243
669
$51.3M 0.02%
1,243,823
-351,604
670
$51.2M 0.02%
2,834,641
-522,140
671
$50.9M 0.02%
120,429
-3,237
672
$50.8M 0.02%
1,786,605
-124,435
673
$50.8M 0.02%
948,085
+141,486
674
$50.7M 0.02%
724,112
-26,980
675
$50.7M 0.02%
1,791,396
+1,176,427
25 26
27
28 29