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
1826
$9.2M ﹤0.01%
8,126
-483
1827
$9.17M ﹤0.01%
278,000
1828
$9.17M ﹤0.01%
874,843
+722,236
1829
$9.14M ﹤0.01%
523,980
-10,049
1830
$9.12M ﹤0.01%
402,809
+124,922
1831
$9.1M ﹤0.01%
1,938,876
-69,900
1832
$9.08M ﹤0.01%
283,372
+229,213
1833
$9.04M ﹤0.01%
93,796
-151,419
1834
$9.03M ﹤0.01%
205,464
-41,950
1835
$9.03M ﹤0.01%
164,326
-73,872
1836
$9.02M ﹤0.01%
530,805
+284,015
1837
$9.02M ﹤0.01%
261,487
+153,197
1838
$9.01M ﹤0.01%
167,576
+32,912
1839
$9M ﹤0.01%
818,560
-560,444
1840
$8.98M ﹤0.01%
17,346
+10,020
1841
$8.96M ﹤0.01%
353,148
+131,785
1842
$8.96M ﹤0.01%
1,705,800
1843
$8.94M ﹤0.01%
300,540
+73,464
1844
$8.94M ﹤0.01%
128,433
-603
1845
$8.94M ﹤0.01%
1,121,429
-6,145
1846
$8.92M ﹤0.01%
175,321
-300,134
1847
$8.9M ﹤0.01%
697,063
+410,337
1848
$8.9M ﹤0.01%
1,137,075
+5,719
1849
$8.89M ﹤0.01%
+1,429,393
1850
$8.88M ﹤0.01%
441,510
-82,028