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
1626
$11.8M 0.01%
239,718
+225,508
1627
$11.8M 0.01%
168,013
+70,690
1628
$11.8M 0.01%
29,538
-91,158
1629
$11.8M 0.01%
234,220
+184,134
1630
$11.8M 0.01%
150,302
-27,261
1631
$11.8M 0.01%
235,136
-26,371
1632
$11.8M 0.01%
421,125
+13,458
1633
$11.8M 0.01%
256,937
-73,132
1634
$11.8M 0.01%
2,295,130
+11,440
1635
$11.7M 0.01%
339,379
+175,623
1636
$11.7M 0.01%
729,062
+560,658
1637
$11.7M 0.01%
426,976
-7,390
1638
$11.7M 0.01%
660,397
+116,988
1639
$11.7M 0.01%
669,904
+244,989
1640
$11.6M 0.01%
319,036
+33,417
1641
$11.6M 0.01%
5,114,670
-306,613
1642
$11.6M 0.01%
1,021,084
-106,641
1643
$11.6M 0.01%
1,751,209
-133,582
1644
$11.6M 0.01%
300,583
+21,556
1645
$11.6M 0.01%
369,547
-65,153
1646
$11.5M 0.01%
400,439
-551,135
1647
$11.5M 0.01%
529,256
-206,466
1648
$11.5M 0.01%
567,342
-92,055
1649
$11.5M 0.01%
288,089
-101,535
1650
$11.5M 0.01%
495,802
+97,864
64 65
66
67 68