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
76
$552M 0.26%
5,083,800
-205,155
77
$550M 0.26%
9,003,638
+5,007,320
78
$550M 0.26%
7,020,279
-21,361
79
$547M 0.26%
9,575,534
-371,527
80
$537M 0.25%
14,786,390
+4,129,616
81
$531M 0.25%
6,379,492
+81,377
82
$523M 0.25%
29,615,782
-913,332
83
$517M 0.24%
14,428,577
-3,444,555
84
$515M 0.24%
1,902,250
-631,862
85
$511M 0.24%
6,534,045
-146,910
86
$511M 0.24%
9,658,701
+119,929
87
$508M 0.24%
6,317,486
-212,490
88
$497M 0.24%
3,098,534
+14,500
89
$484M 0.23%
26,806,518
-570,708
90
$481M 0.23%
13,984,145
-1,539,402
91
$480M 0.23%
9,348,879
-142,074
92
$478M 0.23%
3,761,812
-36,044
93
$478M 0.23%
4,489,779
+214,816
94
$474M 0.22%
6,243,382
-383,094
95
$472M 0.22%
9,859,321
+2,753,454
96
$469M 0.22%
9,837,496
+695,955
97
$467M 0.22%
5,312,167
-216,753
98
$462M 0.22%
5,354,314
+106,867
99
$458M 0.22%
4,389,793
-67,261
100
$457M 0.22%
5,405,063
-73,905
2 3
4
5 6