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
1176
$21.3M 0.01%
785,689
-824,639
1177
$21.3M 0.01%
363,291
+80,998
1178
$21.3M 0.01%
+428,157
1179
$21.2M 0.01%
529,900
+233,032
1180
$21.2M 0.01%
738,442
-55,267
1181
$21.2M 0.01%
+2,485,023
1182
$21.1M 0.01%
583,762
+74,501
1183
$21.1M 0.01%
1,295,436
+679,402
1184
$21.1M 0.01%
1,421,432
+146,687
1185
$21.1M 0.01%
1,067,138
+19,430
1186
$21.1M 0.01%
450,439
-259,336
1187
$21.1M 0.01%
40,762
+16,639
1188
$21M 0.01%
230,476
+81,395
1189
$21M 0.01%
1,520,708
-175,246
1190
$21M 0.01%
1,985,331
+219,664
1191
$21M 0.01%
1,196,568
+216,433
1192
$20.9M 0.01%
705,322
-147,173
1193
$20.9M 0.01%
894,958
+109,719
1194
$20.9M 0.01%
1,270,437
+33,641
1195
$20.9M 0.01%
1,326,682
-222,285
1196
$20.9M 0.01%
859,654
+136,698
1197
$20.9M 0.01%
578,464
-270,124
1198
$20.8M 0.01%
285,931
-49,560
1199
$20.7M 0.01%
+1,130,384
1200
$20.7M 0.01%
368,601
-700,853
46 47
48
49 50