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
1126
$22.9M 0.01%
606,824
+332,300
1127
$22.9M 0.01%
242,152
-1,024
1128
$22.9M 0.01%
916,290
-1,193,251
1129
$22.8M 0.01%
369,645
+64,670
1130
$22.8M 0.01%
308,411
-74,104
1131
$22.8M 0.01%
1,009,687
+583,553
1132
$22.8M 0.01%
985,334
+233,245
1133
$22.7M 0.01%
424,434
-76,598
1134
$22.7M 0.01%
485,041
+144,181
1135
$22.7M 0.01%
850,684
-1,367,212
1136
$22.5M 0.01%
222,380
+145,115
1137
$22.5M 0.01%
1,377,524
-863,869
1138
$22.5M 0.01%
534,218
-82,449
1139
$22.5M 0.01%
618,840
-6,140,230
1140
$22.5M 0.01%
731,083
+386,058
1141
$22.4M 0.01%
822,318
+122,819
1142
$22.4M 0.01%
358,368
+118,482
1143
$22.3M 0.01%
2,284,093
+88,534
1144
$22.3M 0.01%
978,757
+576,379
1145
$22.3M 0.01%
758,556
-111,424
1146
$22.2M 0.01%
408,165
+53,224
1147
$22.1M 0.01%
504,000
-97,283
1148
$22.1M 0.01%
856,011
+17,995
1149
$22.1M 0.01%
902,427
-198,408
1150
$22M 0.01%
+181,022
44 45
46
47 48