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
1001
$27.1M 0.01%
334,142
+92,928
1002
$27.1M 0.01%
1,139,173
+858,156
1003
$27.1M 0.01%
664,848
+30,252
1004
$27M 0.01%
2,033,016
+1,740
1005
$27M 0.01%
1,053,384
-142,380
1006
$27M 0.01%
1,127,983
+53,784
1007
$27M 0.01%
2,149,973
-23,151
1008
$26.9M 0.01%
1,542,835
+175,130
1009
$26.9M 0.01%
881,730
+42,789
1010
$26.8M 0.01%
1,696,736
+776,188
1011
$26.7M 0.01%
1,775,506
-22,867
1012
$26.6M 0.01%
1,040,629
-294,599
1013
$26.6M 0.01%
145,595
+5,933
1014
$26.6M 0.01%
1,125,788
+36,046
1015
$26.5M 0.01%
797,404
+177,995
1016
$26.5M 0.01%
729,534
+42,075
1017
$26.5M 0.01%
1,047,456
-351,524
1018
$26.4M 0.01%
1,577,922
+581,432
1019
$26.3M 0.01%
1,730,792
-1,750,300
1020
$26.3M 0.01%
337,288
+109,711
1021
$26.2M 0.01%
339,057
-37,311
1022
$26.2M 0.01%
1,166,148
+752,602
1023
$26.2M 0.01%
816,845
+8,763
1024
$26.2M 0.01%
863,934
+369,493
1025
$26.2M 0.01%
306,693
+88,980
39 40
41
42 43