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
1576
$12.5M 0.01%
7,973,095
-1,724,641
1577
$12.5M 0.01%
112,567
+9,311
1578
$12.5M 0.01%
74,138
-19,933
1579
$12.5M 0.01%
533,846
+44,420
1580
$12.5M 0.01%
1,077,402
+119,456
1581
$12.5M 0.01%
2,921,068
-631,654
1582
$12.5M 0.01%
240,705
+21,181
1583
$12.4M 0.01%
574,566
-28,185
1584
$12.4M 0.01%
1,715,301
+31,142
1585
$12.4M 0.01%
345,000
1586
$12.4M 0.01%
727,401
+386,830
1587
$12.3M 0.01%
533,917
+388,923
1588
$12.3M 0.01%
614,447
-66,117
1589
$12.3M 0.01%
883,088
-235,656
1590
$12.3M 0.01%
939,916
+70,940
1591
$12.3M 0.01%
383,923
-127,591
1592
$12.3M 0.01%
1,154,032
+873,181
1593
$12.2M 0.01%
477,971
+218,897
1594
$12.2M 0.01%
395,913
+154,550
1595
$12.2M 0.01%
376,900
+314,804
1596
$12.2M 0.01%
190,718
+137,477
1597
$12.2M 0.01%
731,349
+251,864
1598
$12.2M 0.01%
419,121
-45,339
1599
$12.2M 0.01%
200,092
+92,243
1600
$12.2M 0.01%
659,444
+26,423
62 63
64
65 66