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
1751
$10M ﹤0.01%
256,376
-45,357
1752
$10M ﹤0.01%
417,533
+23,699
1753
$10M ﹤0.01%
786,065
+125,030
1754
$9.99M ﹤0.01%
255,693
-114,695
1755
$9.98M ﹤0.01%
179,651
-835
1756
$9.98M ﹤0.01%
220,799
+13,240
1757
$9.97M ﹤0.01%
148,851
+102,379
1758
$9.95M ﹤0.01%
482,922
-118,127
1759
$9.94M ﹤0.01%
838,559
+558,155
1760
$9.94M ﹤0.01%
116,738
-465
1761
$9.93M ﹤0.01%
122,167
+3,733
1762
$9.92M ﹤0.01%
309,076
+38,056
1763
$9.92M ﹤0.01%
158,388
+39,090
1764
$9.91M ﹤0.01%
245,378
+126,601
1765
$9.9M ﹤0.01%
261,010
+141,077
1766
$9.89M ﹤0.01%
163,167
-78,220
1767
$9.88M ﹤0.01%
493,232
+22,000
1768
$9.87M ﹤0.01%
261,844
-341,062
1769
$9.87M ﹤0.01%
202,689
-27,198
1770
$9.87M ﹤0.01%
225,139
-144,216
1771
$9.86M ﹤0.01%
147,306
-237,665
1772
$9.85M ﹤0.01%
199,515
-178,244
1773
$9.84M ﹤0.01%
288,372
-40,615
1774
$9.83M ﹤0.01%
94,171
-67,150
1775
$9.81M ﹤0.01%
460,326
-19,009