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
1326
$17.2M 0.01%
340,078
-51,962
1327
$17.2M 0.01%
491,508
-15,565
1328
$17.2M 0.01%
1,228,656
-350,960
1329
$17.2M 0.01%
855,557
+235,888
1330
$17.2M 0.01%
373,478
+279,684
1331
$17.2M 0.01%
212,432
-9,275
1332
$17.1M 0.01%
1,671,391
-1,499,598
1333
$17.1M 0.01%
776,625
+474,713
1334
$17.1M 0.01%
1,940,292
+717,424
1335
$17.1M 0.01%
569,068
+16,582
1336
$17.1M 0.01%
912,550
+38,483
1337
$17M 0.01%
2,336,996
+1,316,501
1338
$17M 0.01%
544,135
+480,902
1339
$17M 0.01%
388,502
+65,779
1340
$17M 0.01%
375,193
+13,681
1341
$17M 0.01%
1,702,039
-647,401
1342
$16.9M 0.01%
694,639
+8,163
1343
$16.9M 0.01%
561,275
+50,794
1344
$16.9M 0.01%
1,808,918
+23,997
1345
$16.9M 0.01%
1,364,102
-32,565
1346
$16.9M 0.01%
591,305
-292,528
1347
$16.9M 0.01%
262,641
-59,178
1348
$16.9M 0.01%
492,350
+56,393
1349
$16.8M 0.01%
153,123
+12,302
1350
$16.7M 0.01%
649,253
+173,543
52 53
54
55 56