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
1251
$19.1M 0.01%
340,275
+65,998
1252
$19.1M 0.01%
490,364
+357,954
1253
$19.1M 0.01%
692,324
-221,280
1254
$19.1M 0.01%
722,122
-48,796
1255
$19M 0.01%
130,706
-58,067
1256
$19M 0.01%
576,590
-65,886
1257
$18.9M 0.01%
433,543
+32,031
1258
$18.9M 0.01%
848,213
+427,287
1259
$18.9M 0.01%
452,922
-9,589
1260
$18.9M 0.01%
777,340
+328,402
1261
$18.9M 0.01%
489,578
+191,530
1262
$18.9M 0.01%
1,661,117
-64,719
1263
$18.8M 0.01%
249,074
-113,295
1264
$18.8M 0.01%
434,917
+330,897
1265
$18.8M 0.01%
667,458
+257,992
1266
$18.8M 0.01%
1,396,955
+66,605
1267
$18.7M 0.01%
557,195
-97,295
1268
$18.7M 0.01%
641,231
-352,590
1269
$18.7M 0.01%
1,021,114
+54,535
1270
$18.7M 0.01%
1,219,422
-198,153
1271
$18.7M 0.01%
3,560,431
+691,451
1272
$18.7M 0.01%
242,420
+82,577
1273
$18.6M 0.01%
1,013,516
+435,511
1274
$18.6M 0.01%
468,262
-10,836
1275
$18.6M 0.01%
1,504,425
-896,738
49 50
51
52 53