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
1501
$13.9M 0.01%
294,486
-312,530
1502
$13.9M 0.01%
540,147
-3,206
1503
$13.9M 0.01%
401,703
+8,485
1504
$13.8M 0.01%
526,806
+267,628
1505
$13.8M 0.01%
670,887
-861,880
1506
$13.8M 0.01%
738,564
+285,252
1507
$13.8M 0.01%
426,229
+31,953
1508
$13.8M 0.01%
369,772
+27,895
1509
$13.7M 0.01%
1,101,762
-151,632
1510
$13.7M 0.01%
2,218,143
-7,353
1511
$13.7M 0.01%
687,243
+562,773
1512
$13.7M 0.01%
2,046,270
+152,562
1513
$13.7M 0.01%
216,619
+12,817
1514
$13.7M 0.01%
393,644
-68,399
1515
$13.7M 0.01%
418,295
-58,374
1516
$13.6M 0.01%
191,311
+44,827
1517
$13.6M 0.01%
1,988,400
+144,912
1518
$13.6M 0.01%
+828,236
1519
$13.6M 0.01%
+226,568
1520
$13.6M 0.01%
177,578
+36,241
1521
$13.5M 0.01%
3,433,070
+4,318
1522
$13.5M 0.01%
490,140
-9,260
1523
$13.5M 0.01%
1,689,470
-1,106,050
1524
$13.4M 0.01%
768,837
-42,121
1525
$13.4M 0.01%
584,904
-53,935
59 60
61
62 63