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
701
$48.6M 0.02%
2,099,376
+459,351
702
$48.6M 0.02%
2,087,690
+686,409
703
$48.4M 0.02%
1,289,381
+313,234
704
$48.3M 0.02%
2,984,169
+204,649
705
$48.2M 0.02%
5,202,522
+2,310,415
706
$48M 0.02%
1,182,285
-37,071
707
$48M 0.02%
1,158,363
-28,776
708
$48M 0.02%
574,577
-57,746
709
$48M 0.02%
1,119,983
-240,940
710
$47.9M 0.02%
1,291,431
+17,049
711
$47.7M 0.02%
2,187,875
-469,486
712
$47.7M 0.02%
737,242
+198,562
713
$47.4M 0.02%
1,515,222
+225,075
714
$47.3M 0.02%
210,463
-20,019
715
$47.3M 0.02%
2,019,068
+101,866
716
$47M 0.02%
1,224,797
+559,808
717
$46.8M 0.02%
767,961
+142,185
718
$46.8M 0.02%
178,693
+113,864
719
$46.7M 0.02%
1,581,001
+1,237,716
720
$46.6M 0.02%
5,734,201
+3,890,762
721
$46.6M 0.02%
4,089,321
+1,279,756
722
$46.6M 0.02%
1,955,949
-300,733
723
$46.5M 0.02%
13,696,686
+11,121,911
724
$46.4M 0.02%
1,085,109
-284,022
725
$46.3M 0.02%
3,843,195
+148,219
27 28
29
30 31