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
1301
$18M 0.01%
644,638
+109,138
1302
$18M 0.01%
984,995
-33,364
1303
$18M 0.01%
+403,702
1304
$18M 0.01%
2,376,900
-1,312,050
1305
$17.9M 0.01%
346,790
-214,019
1306
$17.9M 0.01%
216,058
+27,550
1307
$17.9M 0.01%
228,884
-86,293
1308
$17.9M 0.01%
388,942
-112,928
1309
$17.9M 0.01%
1,250,693
+1,228,354
1310
$17.9M 0.01%
1,501,082
+283,751
1311
$17.8M 0.01%
530,067
+353,856
1312
$17.8M 0.01%
243,322
-267,615
1313
$17.8M 0.01%
354,642
+35,206
1314
$17.8M 0.01%
1,046,472
-188,300
1315
$17.7M 0.01%
784,777
+319,165
1316
$17.6M 0.01%
838,898
+305,312
1317
$17.6M 0.01%
488,219
-346,075
1318
$17.6M 0.01%
225,409
-186,156
1319
$17.6M 0.01%
2,484,824
-441,505
1320
$17.6M 0.01%
290,576
-33,817
1321
$17.4M 0.01%
496,979
+121,177
1322
$17.4M 0.01%
872,329
+112,044
1323
$17.3M 0.01%
483,356
-463,318
1324
$17.3M 0.01%
261,598
-273,213
1325
$17.2M 0.01%
1,395,649
-37,281
51 52
53
54 55