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
1051
$25.1M 0.01%
339,930
+149,176
1052
$25.1M 0.01%
+817,005
1053
$25.1M 0.01%
328,694
-62,736
1054
$25M 0.01%
441,603
-5,822
1055
$25M 0.01%
786,353
+187,425
1056
$25M 0.01%
350,256
-13,017
1057
$25M 0.01%
2,151,840
+698,328
1058
$25M 0.01%
1,340,821
+51,664
1059
$24.9M 0.01%
4,889,115
-5,154,829
1060
$24.8M 0.01%
2,355,342
+867,559
1061
$24.8M 0.01%
505,087
+447,063
1062
$24.8M 0.01%
570,542
+255,616
1063
$24.8M 0.01%
2,008,657
+84,492
1064
$24.8M 0.01%
526,363
+10,625
1065
$24.7M 0.01%
264,181
-29,291
1066
$24.7M 0.01%
576,349
+136,558
1067
$24.6M 0.01%
275,375
+1,935
1068
$24.6M 0.01%
412,009
-33,292
1069
$24.6M 0.01%
785,238
+48,798
1070
$24.6M 0.01%
1,922,525
-31,349
1071
$24.5M 0.01%
795,085
+477,426
1072
$24.5M 0.01%
1,146,501
+895,175
1073
$24.4M 0.01%
337,919
+218,397
1074
$24.4M 0.01%
389,049
+39,763
1075
$24.4M 0.01%
2,713,562
-811,907
41 42
43
44 45