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
926
$31.3M 0.01%
1,216,006
-87,035
927
$31.2M 0.01%
868,406
-21,676
928
$31.2M 0.01%
1,557,708
+431,838
929
$31.2M 0.01%
917,849
+131,469
930
$31.1M 0.01%
7,226,010
-311,960
931
$31.1M 0.01%
877,653
+23,799
932
$31M 0.01%
597,641
-154,069
933
$31M 0.01%
252,024
-40,759
934
$30.9M 0.01%
454,266
+7,124
935
$30.9M 0.01%
717,862
+117,262
936
$30.9M 0.01%
748,375
-211,019
937
$30.9M 0.01%
236,883
-5,140
938
$30.8M 0.01%
331,027
+83,101
939
$30.7M 0.01%
911,288
-369,841
940
$30.5M 0.01%
1,723,500
+429,261
941
$30.5M 0.01%
822,930
+272,037
942
$30.5M 0.01%
1,251,252
-1,017,891
943
$30.4M 0.01%
713,864
-329,356
944
$30.3M 0.01%
36,279
-5,802
945
$30.3M 0.01%
1,102,125
-363,017
946
$30.3M 0.01%
753,165
-950,512
947
$30.1M 0.01%
124,565
+58,045
948
$30M 0.01%
595,335
+34,425
949
$30M 0.01%
823,916
-345,584
950
$30M 0.01%
650,979
+168,375
36 37
38
39 40