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
1676
$11.1M 0.01%
1,423,919
+115,006
1677
$11M 0.01%
864,623
+70,666
1678
$11M 0.01%
766,652
+517,416
1679
$11M 0.01%
555,255
+25,945
1680
$11M 0.01%
294,808
-57,364
1681
$11M 0.01%
839,115
-142,976
1682
$11M 0.01%
203,161
-58,690
1683
$11M 0.01%
353,244
-253,561
1684
$11M 0.01%
232,606
-301,416
1685
$10.9M 0.01%
217,823
+75,539
1686
$10.9M 0.01%
146,374
-58,798
1687
$10.9M 0.01%
490,916
-67,568
1688
$10.9M 0.01%
606
-353
1689
$10.9M 0.01%
941,846
+273,763
1690
$10.9M 0.01%
290,660
+41,864
1691
$10.9M 0.01%
462,434
-190,441
1692
$10.8M 0.01%
1,759,815
+382,025
1693
$10.8M 0.01%
251,518
+125,724
1694
$10.8M 0.01%
415,379
+17,875
1695
$10.8M 0.01%
231,685
-104,565
1696
$10.8M 0.01%
171,478
+4,475
1697
$10.8M 0.01%
414,241
-107,393
1698
$10.8M 0.01%
597,807
-6,465
1699
$10.8M 0.01%
234,055
+85,446
1700
$10.8M 0.01%
562,479
+11,590
66 67
68
69 70