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
51
$662M 0.31%
10,763,913
-250,436
52
$648M 0.31%
17,795,471
-706,241
53
$646M 0.31%
6,473,386
+649,137
54
$645M 0.31%
36,923,999
-14,047,405
55
$644M 0.3%
13,913,993
-283,810
56
$636M 0.3%
15,219,117
+6,848,550
57
$631M 0.3%
13,597,135
-781,106
58
$626M 0.3%
13,417,616
-1,019,872
59
$626M 0.3%
7,932,588
-2,190,368
60
$626M 0.3%
11,248,280
+446,150
61
$622M 0.29%
4,121,634
+22,370
62
$619M 0.29%
16,587,685
-509,689
63
$618M 0.29%
12,890,796
+3,163,743
64
$618M 0.29%
6,991,254
-247,894
65
$614M 0.29%
5,404,592
-1,287,873
66
$608M 0.29%
44,088,609
+7,920,160
67
$607M 0.29%
15,776,952
-1,632,090
68
$600M 0.28%
14,895,131
+687,638
69
$596M 0.28%
15,722,406
+1,108,166
70
$594M 0.28%
9,209,566
+113,058
71
$584M 0.28%
48,368
+282
72
$578M 0.27%
6,971,664
-631,881
73
$576M 0.27%
5,988,472
+156,613
74
$574M 0.27%
8,673,940
-214,341
75
$565M 0.27%
15,852,093
+4,378,915
1 2
3
4 5