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
1376
$16.3M 0.01%
299,436
-182,220
1377
$16.3M 0.01%
1,133,481
+19,651
1378
$16.3M 0.01%
593,832
+316,036
1379
$16.3M 0.01%
446,352
-64,237
1380
$16.3M 0.01%
3,423,415
+575,161
1381
$16.2M 0.01%
360,190
+212,451
1382
$16.2M 0.01%
416,321
+182,581
1383
$16.2M 0.01%
460,519
+66,431
1384
$16.1M 0.01%
812,699
+197,005
1385
$16.1M 0.01%
1,312,598
+206,450
1386
$16.1M 0.01%
1,129,209
-304,709
1387
$16.1M 0.01%
1,213,740
+156,839
1388
$16.1M 0.01%
664,973
+350,564
1389
$16.1M 0.01%
859,444
+672,941
1390
$16.1M 0.01%
1,514,974
-92,793
1391
$16.1M 0.01%
522,176
+182,263
1392
$16.1M 0.01%
1,004,417
-238,505
1393
$16.1M 0.01%
187,796
-13,690
1394
$16.1M 0.01%
437,259
+79,091
1395
$16.1M 0.01%
2,684,257
+593,231
1396
$16.1M 0.01%
339,820
+266,087
1397
$16M 0.01%
355,148
-4,548
1398
$16M 0.01%
642,710
+146,938
1399
$16M 0.01%
3,825,789
-15,243
1400
$15.9M 0.01%
417,916
-35,384