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
1101
$23.7M 0.01%
1,184,979
+54,597
1102
$23.7M 0.01%
3,072,476
-475,125
1103
$23.6M 0.01%
886,173
-420,696
1104
$23.6M 0.01%
2,049,166
+210,463
1105
$23.6M 0.01%
1,062,771
-480,377
1106
$23.5M 0.01%
429,820
-188,405
1107
$23.5M 0.01%
5,794,540
+969,470
1108
$23.4M 0.01%
741,392
+36,191
1109
$23.3M 0.01%
508,612
-359,160
1110
$23.3M 0.01%
415,219
-67,639
1111
$23.3M 0.01%
778,131
+19,895
1112
$23.3M 0.01%
1,009,542
-250,681
1113
$23.3M 0.01%
731,673
+1,525
1114
$23.3M 0.01%
1,237,019
-50,401
1115
$23.2M 0.01%
738,967
+21,273
1116
$23.2M 0.01%
765,300
-58,338
1117
$23.2M 0.01%
276,526
+60,260
1118
$23.2M 0.01%
470,031
+313,497
1119
$23.2M 0.01%
59,648,080
-45,726,800
1120
$23.2M 0.01%
1,072,661
-426,642
1121
$23.1M 0.01%
1,010,513
-116,753
1122
$23.1M 0.01%
1,185,956
+192,478
1123
$23.1M 0.01%
556,658
+83,230
1124
$23M 0.01%
461,342
-126,908
1125
$23M 0.01%
395,846
-270,982
43 44
45
46 47