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
851
$35.4M 0.02%
2,268,634
+107,959
852
$35.4M 0.02%
737,716
+201,765
853
$35.3M 0.02%
428,716
-13,558
854
$35.3M 0.02%
1,126,986
-150,528
855
$35.2M 0.02%
3,643,568
-42,568
856
$35.2M 0.02%
702,930
+57,680
857
$35.1M 0.02%
1,154,639
-274,754
858
$35.1M 0.02%
1,079,011
-57,910
859
$35M 0.02%
718,687
-150,016
860
$35M 0.02%
665,376
+1,682
861
$35M 0.02%
374,559
+166,542
862
$34.9M 0.02%
3,073,671
-177,188
863
$34.8M 0.02%
672,018
+250,892
864
$34.7M 0.02%
540,052
-84,859
865
$34.4M 0.02%
374,428
+84,685
866
$34.4M 0.02%
644,791
+248,529
867
$34.4M 0.02%
4,254,344
+142,954
868
$34.4M 0.02%
1,360,678
-250,453
869
$34.3M 0.02%
1,554,451
+577,276
870
$34.3M 0.02%
481,025
+211,603
871
$34.2M 0.02%
1,055,421
+81,552
872
$34.2M 0.02%
2,835,755
-330,450
873
$34.2M 0.02%
4,607,234
+994,643
874
$34.1M 0.02%
342,443
-4,808
875
$34M 0.02%
1,819,896
-1,159,894
33 34
35
36 37