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
1351
$16.7M 0.01%
781,450
+289,628
1352
$16.7M 0.01%
140,106
+6,443
1353
$16.7M 0.01%
229,689
-14,626
1354
$16.7M 0.01%
275,049
-286,596
1355
$16.7M 0.01%
590,898
+60,026
1356
$16.7M 0.01%
1,217,924
-752,633
1357
$16.7M 0.01%
421,432
+54,315
1358
$16.7M 0.01%
406,166
-3,122
1359
$16.7M 0.01%
204,097
-19,227
1360
$16.6M 0.01%
1,184,516
+219,606
1361
$16.6M 0.01%
336,902
+117,664
1362
$16.6M 0.01%
369,630
-269,699
1363
$16.6M 0.01%
240,716
+11,767
1364
$16.5M 0.01%
132,701
+41,291
1365
$16.5M 0.01%
624,674
+117,442
1366
$16.5M 0.01%
668,659
-95,227
1367
$16.5M 0.01%
403,188
+50,341
1368
$16.4M 0.01%
920,323
-1,663,085
1369
$16.4M 0.01%
658,825
+16,719
1370
$16.4M 0.01%
2,040,005
+774,101
1371
$16.4M 0.01%
1,347,727
+559,763
1372
$16.4M 0.01%
531,378
+289,596
1373
$16.4M 0.01%
692,000
1374
$16.4M 0.01%
545,975
-16,071
1375
$16.4M 0.01%
762,542
+68,615