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
1601
$12.2M 0.01%
331,584
+26,098
1602
$12.2M 0.01%
219,162
-26,497
1603
$12.1M 0.01%
541,271
+10,698
1604
$12.1M 0.01%
2,033,723
+19,980
1605
$12.1M 0.01%
1,097,670
+111,177
1606
$12.1M 0.01%
510,538
+134,224
1607
$12.1M 0.01%
672,081
-55,886
1608
$12.1M 0.01%
556,351
+324,570
1609
$12.1M 0.01%
922,330
-194,830
1610
$12.1M 0.01%
699,415
+91,169
1611
$12M 0.01%
433,529
-14,500
1612
$12M 0.01%
290,883
+89,809
1613
$12M 0.01%
176,605
-90,098
1614
$12M 0.01%
396,715
-39,091
1615
$12M 0.01%
1,118,823
-285,888
1616
$12M 0.01%
346,439
-112,582
1617
$12M 0.01%
238,481
-851,324
1618
$11.9M 0.01%
1,308,225
+218,668
1619
$11.9M 0.01%
1,276,770
+690,311
1620
$11.9M 0.01%
188,156
+97,775
1621
$11.9M 0.01%
12,337
+3,411
1622
$11.9M 0.01%
378,676
+305,775
1623
$11.9M 0.01%
314,910
-229,163
1624
$11.9M 0.01%
804,869
-144,356
1625
$11.9M 0.01%
28,243
-6,180
63 64
65
66 67