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
1851
$8.86M ﹤0.01%
244,497
+17,669
1852
$8.85M ﹤0.01%
83,324
+16,611
1853
$8.85M ﹤0.01%
210,646
-12,688
1854
$8.85M ﹤0.01%
520,401
+111,419
1855
$8.84M ﹤0.01%
149,489
-244,354
1856
$8.83M ﹤0.01%
1,326,745
+330,246
1857
$8.83M ﹤0.01%
288,954
+69,024
1858
$8.81M ﹤0.01%
337,712
-253,953
1859
$8.78M ﹤0.01%
525,434
+220,734
1860
$8.77M ﹤0.01%
467,692
-172,195
1861
$8.76M ﹤0.01%
332,463
+32,831
1862
$8.75M ﹤0.01%
521,459
-14,104
1863
$8.74M ﹤0.01%
+112,158
1864
$8.73M ﹤0.01%
783,232
-30,346
1865
$8.73M ﹤0.01%
246,357
-216,129
1866
$8.73M ﹤0.01%
239,454
+7,641
1867
$8.72M ﹤0.01%
304,374
+228,523
1868
$8.72M ﹤0.01%
287,946
+84,681
1869
$8.72M ﹤0.01%
165,106
-320,610
1870
$8.71M ﹤0.01%
621,456
+10,141
1871
$8.71M ﹤0.01%
143,886
-13,526
1872
$8.7M ﹤0.01%
118,176
-1,727
1873
$8.7M ﹤0.01%
556,842
-18,143
1874
$8.69M ﹤0.01%
209,422
+23,632
1875
$8.69M ﹤0.01%
1,023,273
+228,912
73 74
75
76 77