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
126
$386M 0.18%
11,640,696
-3,202,779
127
$386M 0.18%
9,742,341
+237,375
128
$385M 0.18%
6,828,854
+57,629
129
$384M 0.18%
3,682,215
-302,663
130
$384M 0.18%
379,781
+13,887
131
$383M 0.18%
4,524,958
-198,147
132
$381M 0.18%
5,313,890
+304,548
133
$379M 0.18%
9,427,977
-776,485
134
$378M 0.18%
16,103,494
+928,030
135
$377M 0.18%
13,542,459
+1,399,942
136
$377M 0.18%
3,365,159
-127,574
137
$376M 0.18%
15,265,020
-1,670,046
138
$373M 0.18%
3,265,793
+265,711
139
$368M 0.17%
1,398,685
-852,133
140
$367M 0.17%
5,276,817
+65,082
141
$362M 0.17%
4,470,709
-856,862
142
$361M 0.17%
6,958,853
-6,363,065
143
$360M 0.17%
7,943,250
+140,841
144
$359M 0.17%
6,944,000
-606,468
145
$357M 0.17%
15,107,823
+1,497,445
146
$354M 0.17%
5,442,436
-297,176
147
$352M 0.17%
8,387,819
+680,402
148
$350M 0.17%
20,630,705
+7,759,032
149
$349M 0.17%
9,343,841
+2,011,664
150
$345M 0.16%
9,885,094
-9,925,898
4 5
6
7 8