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
1876
$8.69M ﹤0.01%
822,459
+139,353
1877
$8.68M ﹤0.01%
561,440
+235,635
1878
$8.68M ﹤0.01%
595,123
-650,003
1879
$8.67M ﹤0.01%
694,329
+135,729
1880
$8.66M ﹤0.01%
596,579
-23,047
1881
$8.66M ﹤0.01%
736,274
-34,318
1882
$8.65M ﹤0.01%
514,160
-139,444
1883
$8.64M ﹤0.01%
144,067
+7,026
1884
$8.63M ﹤0.01%
533,520
-62,860
1885
$8.61M ﹤0.01%
282,139
+49,345
1886
$8.58M ﹤0.01%
622,731
-49,478
1887
$8.56M ﹤0.01%
119,517
-162,693
1888
$8.56M ﹤0.01%
2,509,226
-840,358
1889
$8.55M ﹤0.01%
398,718
-297,032
1890
$8.51M ﹤0.01%
197,069
+167,105
1891
$8.48M ﹤0.01%
96,898
+8,138
1892
$8.46M ﹤0.01%
661,248
-204,580
1893
$8.46M ﹤0.01%
380,487
+19,213
1894
$8.46M ﹤0.01%
374,140
-918,136
1895
$8.44M ﹤0.01%
336,013
+150,656
1896
$8.43M ﹤0.01%
698,819
+15,576
1897
$8.42M ﹤0.01%
192,195
-34,318
1898
$8.39M ﹤0.01%
451,789
+39,767
1899
$8.38M ﹤0.01%
401,361
+56,172
1900
$8.36M ﹤0.01%
486,096
+58,624
74 75
76
77 78