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
1776
$9.81M ﹤0.01%
750,572
+45,851
1777
$9.78M ﹤0.01%
844,273
+439
1778
$9.78M ﹤0.01%
234,654
-132,297
1779
$9.74M ﹤0.01%
91,367
-70,372
1780
$9.72M ﹤0.01%
347,276
+45,097
1781
$9.69M ﹤0.01%
210,484
+28,955
1782
$9.68M ﹤0.01%
116,184
+24,042
1783
$9.66M ﹤0.01%
1,649,263
+394,527
1784
$9.66M ﹤0.01%
279,551
+169,772
1785
$9.65M ﹤0.01%
182,983
-49,591
1786
$9.63M ﹤0.01%
530,073
+20,504
1787
$9.63M ﹤0.01%
251,453
-1,839,316
1788
$9.62M ﹤0.01%
352,162
+1,341
1789
$9.62M ﹤0.01%
623,574
-116,164
1790
$9.62M ﹤0.01%
311,271
-191,491
1791
$9.6M ﹤0.01%
613,764
-6,963
1792
$9.59M ﹤0.01%
125,474
+22,128
1793
$9.58M ﹤0.01%
654,554
+196,577
1794
$9.56M ﹤0.01%
390,888
+40,935
1795
$9.55M ﹤0.01%
414,552
+318,145
1796
$9.54M ﹤0.01%
222,290
-30,682
1797
$9.53M ﹤0.01%
425,460
-32,176
1798
$9.53M ﹤0.01%
284,280
-24,285
1799
$9.52M ﹤0.01%
39,652
+7,010
1800
$9.5M ﹤0.01%
372,214
-48,727