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
1651
$11.5M 0.01%
181,470
-241,280
1652
$11.5M 0.01%
589,045
-95,753
1653
$11.5M 0.01%
887,521
-119,677
1654
$11.5M 0.01%
1,718,679
+125,815
1655
$11.5M 0.01%
1,475,966
-204,984
1656
$11.4M 0.01%
604,902
-61,950
1657
$11.4M 0.01%
742,243
-1,818,068
1658
$11.4M 0.01%
+504,537
1659
$11.4M 0.01%
463,287
-529,448
1660
$11.3M 0.01%
134,232
-71,483
1661
$11.3M 0.01%
355,870
-43,409
1662
$11.3M 0.01%
394,377
+223,187
1663
$11.3M 0.01%
301,631
+209,527
1664
$11.2M 0.01%
747,978
+11,113
1665
$11.2M 0.01%
525,508
-118,776
1666
$11.2M 0.01%
263,351
+83,420
1667
$11.2M 0.01%
435,699
+229,103
1668
$11.2M 0.01%
596,307
+29,236
1669
$11.1M 0.01%
148,140
-11,963
1670
$11.1M 0.01%
286,442
+68,622
1671
$11.1M 0.01%
21,790
-3,728
1672
$11.1M 0.01%
12,052
-134
1673
$11.1M 0.01%
98,936
-14,117
1674
$11.1M 0.01%
242,754
+185,866
1675
$11.1M 0.01%
497,233
+113,986
65 66
67
68 69