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
1526
$13.4M 0.01%
479,598
+120,997
1527
$13.4M 0.01%
1,338,735
+860,452
1528
$13.4M 0.01%
167,707
+15,162
1529
$13.3M 0.01%
873,632
-714,473
1530
$13.3M 0.01%
345,508
-27,636
1531
$13.3M 0.01%
139,325
+3,964
1532
$13.3M 0.01%
432,288
+52,393
1533
$13.2M 0.01%
1,070,084
+60,109
1534
$13.2M 0.01%
326,641
-170,603
1535
$13.2M 0.01%
1,263,322
+1,251,901
1536
$13.2M 0.01%
809,921
+174,056
1537
$13.2M 0.01%
3,350,754
+321,434
1538
$13.2M 0.01%
406,224
+57,656
1539
$13.2M 0.01%
466,000
1540
$13.1M 0.01%
843,225
+84,827
1541
$13.1M 0.01%
143,218
+14,877
1542
$13.1M 0.01%
146,208
-69,599
1543
$13.1M 0.01%
347,613
+276,684
1544
$13.1M 0.01%
356,469
+61,281
1545
$13M 0.01%
687,080
+22,719
1546
$13M 0.01%
685,814
-1,457,455
1547
$13M 0.01%
1,238,028
-13,908
1548
$13M 0.01%
2,846,361
+2,123,140
1549
$13M 0.01%
616,150
-5,879
1550
$12.9M 0.01%
234,158
-135,456
60 61
62
63 64