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
1476
$14.4M 0.01%
2,854,178
-830,954
1477
$14.4M 0.01%
412,371
+150,116
1478
$14.4M 0.01%
789,633
-581,457
1479
$14.4M 0.01%
1,369,443
-86,142
1480
$14.3M 0.01%
181,185
+5,833
1481
$14.2M 0.01%
246,674
+21,983
1482
$14.2M 0.01%
448,485
-26,076
1483
$14.2M 0.01%
426,585
+45,748
1484
$14.2M 0.01%
329,899
-315,683
1485
$14.2M 0.01%
439,372
+119,559
1486
$14.2M 0.01%
852,014
-1,138,548
1487
$14.2M 0.01%
1,419,433
-118,452
1488
$14.2M 0.01%
311,800
-20,429
1489
$14.1M 0.01%
660,750
+407,114
1490
$14.1M 0.01%
102,937
+6,283
1491
$14.1M 0.01%
449,868
+60,234
1492
$14.1M 0.01%
298,036
-97,301
1493
$14.1M 0.01%
326,715
+169,205
1494
$14M 0.01%
423,773
+8,235
1495
$14M 0.01%
+257,000
1496
$14M 0.01%
429,658
+66,659
1497
$14M 0.01%
268,855
+2,347
1498
$14M 0.01%
708,098
+520,748
1499
$13.9M 0.01%
232,444
-316,859
1500
$13.9M 0.01%
296,052
-410
58 59
60
61 62