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
1451
$14.8M 0.01%
363,426
+213,036
1452
$14.8M 0.01%
952,529
+80,770
1453
$14.8M 0.01%
643,952
+150,026
1454
$14.8M 0.01%
1,326,619
+146,994
1455
$14.8M 0.01%
776,993
+65,373
1456
$14.7M 0.01%
404,475
+133,196
1457
$14.7M 0.01%
525,740
+21,835
1458
$14.7M 0.01%
563,032
+232,358
1459
$14.7M 0.01%
1,053,150
+58,870
1460
$14.6M 0.01%
474,976
-267,790
1461
$14.6M 0.01%
611,370
+374,351
1462
$14.6M 0.01%
667,227
+311,374
1463
$14.6M 0.01%
634,792
+623,522
1464
$14.6M 0.01%
261,204
-38,274
1465
$14.6M 0.01%
455,144
+4,784
1466
$14.5M 0.01%
+2,743,072
1467
$14.5M 0.01%
352,142
+76,749
1468
$14.5M 0.01%
755,937
+34,513
1469
$14.5M 0.01%
237,479
-6,732
1470
$14.5M 0.01%
579,095
+366,362
1471
$14.5M 0.01%
286,774
+110,899
1472
$14.5M 0.01%
512,685
-1,825
1473
$14.5M 0.01%
230,587
+75,159
1474
$14.4M 0.01%
477,541
+28,160
1475
$14.4M 0.01%
575,789
+116,387
57 58
59
60 61