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
1276
$18.6M 0.01%
1,473,360
+1,460,943
1277
$18.4M 0.01%
478,897
+137,355
1278
$18.4M 0.01%
617,857
+40,313
1279
$18.4M 0.01%
323,450
-112,171
1280
$18.4M 0.01%
471,166
+51,669
1281
$18.3M 0.01%
1,465,694
-72,440
1282
$18.3M 0.01%
1,106,272
-520,954
1283
$18.3M 0.01%
319,081
+31,659
1284
$18.3M 0.01%
2,094,994
+354,800
1285
$18.3M 0.01%
479,301
+47,764
1286
$18.3M 0.01%
684,838
+65,698
1287
$18.3M 0.01%
3,100,757
+17,475
1288
$18.3M 0.01%
469,530
-473,708
1289
$18.2M 0.01%
191,507
-57,150
1290
$18.2M 0.01%
861,391
+36,729
1291
$18.2M 0.01%
163,651
-47,918
1292
$18.2M 0.01%
1,553,997
+36,306
1293
$18.2M 0.01%
249,046
-174,806
1294
$18.2M 0.01%
291,959
+82,663
1295
$18.1M 0.01%
1,292,186
-161,074
1296
$18.1M 0.01%
2,573,723
+5,885
1297
$18.1M 0.01%
1,093,169
-171,259
1298
$18.1M 0.01%
709,321
+60,291
1299
$18M 0.01%
495,910
+210,174
1300
$18M 0.01%
727,408
-128,286
50 51
52
53 54