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
1201
$20.7M 0.01%
464,134
-35,283
1202
$20.7M 0.01%
417,580
+320,423
1203
$20.7M 0.01%
1,151,142
+170,213
1204
$20.6M 0.01%
686,098
+354,674
1205
$20.5M 0.01%
548,366
+43,554
1206
$20.5M 0.01%
1,143,585
+93,485
1207
$20.4M 0.01%
248,180
-22,796
1208
$20.4M 0.01%
335,242
+51,219
1209
$20.4M 0.01%
2,400,170
+691,486
1210
$20.3M 0.01%
1,228,714
-183,654
1211
$20.3M 0.01%
573,268
+341,714
1212
$20.3M 0.01%
813,096
-543,402
1213
$20.3M 0.01%
324,963
-198,349
1214
$20.3M 0.01%
62,062
-2,110
1215
$20.3M 0.01%
164,175
+47,516
1216
$20.2M 0.01%
1,042,170
+46,537
1217
$20.2M 0.01%
25,196
-130
1218
$20.2M 0.01%
305,069
+195,631
1219
$20.2M 0.01%
1,360,657
-134,274
1220
$20.2M 0.01%
140,498
-4,404
1221
$20.1M 0.01%
724,464
+346,700
1222
$20.1M 0.01%
411,266
+211,873
1223
$20M 0.01%
446,184
+362,356
1224
$20M 0.01%
1,656,503
-62,735
1225
$20M 0.01%
401,355
+185,970
47 48
49
50 51