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
1226
$20M 0.01%
258,505
-269,285
1227
$19.9M 0.01%
48,554
+14,297
1228
$19.9M 0.01%
1,105,610
+222,365
1229
$19.9M 0.01%
37,357
+1,652
1230
$19.9M 0.01%
649,861
-319,421
1231
$19.8M 0.01%
481,522
-7,781
1232
$19.8M 0.01%
479,750
-28,560
1233
$19.7M 0.01%
615,129
+120,096
1234
$19.6M 0.01%
1,652,609
+807,617
1235
$19.6M 0.01%
1,217,109
+1,057,494
1236
$19.5M 0.01%
+1,038,743
1237
$19.5M 0.01%
2,392,450
+376,825
1238
$19.5M 0.01%
338,500
+189,507
1239
$19.5M 0.01%
528,198
-8,096
1240
$19.5M 0.01%
2,545,775
+50,460
1241
$19.4M 0.01%
846,100
1242
$19.4M 0.01%
634,133
+326,320
1243
$19.3M 0.01%
379,063
+42,229
1244
$19.3M 0.01%
1,487,680
-25,919
1245
$19.3M 0.01%
942,589
-5,824
1246
$19.3M 0.01%
473,427
+601
1247
$19.2M 0.01%
786,181
-87,379
1248
$19.2M 0.01%
331,204
-253,163
1249
$19.2M 0.01%
709,242
+87,174
1250
$19.1M 0.01%
503,573
+105,209
48 49
50
51 52