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
801
$38.6M 0.02%
1,038,965
+103,442
802
$38.6M 0.02%
1,431,687
+423,434
803
$38.5M 0.02%
394,138
+176,118
804
$38.4M 0.02%
444,616
+28,373
805
$38.4M 0.02%
2,580,779
+113,841
806
$38.2M 0.02%
517,158
-1,644,464
807
$38.1M 0.02%
809,434
+140,699
808
$38M 0.02%
2,840,789
+442,983
809
$37.9M 0.02%
388,697
+368,446
810
$37.9M 0.02%
1,392,399
+418,284
811
$37.8M 0.02%
1,376,212
+35,628
812
$37.8M 0.02%
2,325,771
+208,449
813
$37.7M 0.02%
145,550
+36,887
814
$37.5M 0.02%
+2,337,312
815
$37.5M 0.02%
511,929
+103,409
816
$37.5M 0.02%
128,087
-7,196
817
$37.4M 0.02%
1,377,968
-102,971
818
$37.4M 0.02%
3,185,282
+986,193
819
$37.2M 0.02%
822,710
+18,390
820
$36.7M 0.02%
2,166,010
+177,530
821
$36.6M 0.02%
482,370
+405,752
822
$36.6M 0.02%
568,757
-50,570
823
$36.6M 0.02%
515,213
-450,133
824
$36.5M 0.02%
1,002,288
-35,669
825
$36.5M 0.02%
950,414
-580,636
31 32
33
34 35