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
1426
$15.4M 0.01%
1,778,736
+191,001
1427
$15.4M 0.01%
352,215
-123,629
1428
$15.4M 0.01%
216,469
+7,077
1429
$15.4M 0.01%
1,326,826
+466,541
1430
$15.4M 0.01%
1,286,827
+71,711
1431
$15.4M 0.01%
797,233
+286,492
1432
$15.3M 0.01%
138,027
+71,539
1433
$15.3M 0.01%
69,679
+34,160
1434
$15.3M 0.01%
211,301
+2,980
1435
$15.3M 0.01%
1,213,605
-97,028
1436
$15.3M 0.01%
629,510
+179,911
1437
$15.3M 0.01%
335,454
-40,008
1438
$15.3M 0.01%
609,069
-447,956
1439
$15.2M 0.01%
142,478
-94,028
1440
$15.1M 0.01%
3,512,617
+50,658
1441
$15.1M 0.01%
831,690
+130,298
1442
$15.1M 0.01%
305,419
+35,900
1443
$15.1M 0.01%
269,327
-419
1444
$15M 0.01%
265,358
+58,151
1445
$15M 0.01%
572,206
-257,751
1446
$15M 0.01%
187,973
-128,407
1447
$15M 0.01%
310,278
+6,381
1448
$15M 0.01%
751,610
-28,190
1449
$14.9M 0.01%
760,502
+154,829
1450
$14.8M 0.01%
40,056
-12,710
56 57
58
59 60