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
1401
$15.9M 0.01%
230,933
+59,051
1402
$15.9M 0.01%
242,281
-2,612
1403
$15.8M 0.01%
858,790
+74,330
1404
$15.8M 0.01%
342,658
+56,759
1405
$15.8M 0.01%
327,333
+32,126
1406
$15.8M 0.01%
1,343,975
-61,154
1407
$15.8M 0.01%
1,276,195
-62,514
1408
$15.8M 0.01%
2,420,555
-10,752,973
1409
$15.7M 0.01%
2,908,913
-406,058
1410
$15.7M 0.01%
1,162,006
+347,357
1411
$15.7M 0.01%
+692,329
1412
$15.7M 0.01%
289,709
-34,317
1413
$15.7M 0.01%
179,284
+10,834
1414
$15.7M 0.01%
117,793
-89,183
1415
$15.6M 0.01%
158,277
-343
1416
$15.6M 0.01%
363,575
-201,372
1417
$15.6M 0.01%
246,733
-40,060
1418
$15.6M 0.01%
650,355
+101,739
1419
$15.6M 0.01%
891,857
-275,000
1420
$15.6M 0.01%
360,618
+338,607
1421
$15.5M 0.01%
300,059
-669
1422
$15.5M 0.01%
858,719
-380,918
1423
$15.5M 0.01%
668,325
+7,965
1424
$15.5M 0.01%
1,916,826
-287,920
1425
$15.4M 0.01%
767,415
+161,966
55 56
57
58 59