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
1151
$21.9M 0.01%
2,871,162
+1,815,444
1152
$21.9M 0.01%
876,258
+39,375
1153
$21.9M 0.01%
1,080,167
-808,609
1154
$21.9M 0.01%
497,405
-524,414
1155
$21.9M 0.01%
130,166
+84,022
1156
$21.8M 0.01%
959,303
-320,384
1157
$21.8M 0.01%
+128,099
1158
$21.7M 0.01%
786,685
-553,024
1159
$21.7M 0.01%
563,344
+469,052
1160
$21.7M 0.01%
2,086,060
-221,905
1161
$21.7M 0.01%
204,477
-21,709
1162
$21.7M 0.01%
445,000
-12,075
1163
$21.6M 0.01%
465,437
+71,602
1164
$21.6M 0.01%
447,008
-118,261
1165
$21.6M 0.01%
345,412
-356,828
1166
$21.5M 0.01%
401,443
+93,871
1167
$21.5M 0.01%
216,078
-38,842
1168
$21.5M 0.01%
458,903
-183,733
1169
$21.5M 0.01%
237,069
-189,117
1170
$21.5M 0.01%
1,636,731
-210,665
1171
$21.4M 0.01%
747,804
+535,536
1172
$21.4M 0.01%
1,468,090
-1,302,868
1173
$21.4M 0.01%
1,037,070
-507,917
1174
$21.3M 0.01%
1,035,717
-22,706
1175
$21.3M 0.01%
696,994
+195,880
45 46
47
48 49