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
1901
$8.36M ﹤0.01%
465,504
+37,795
1902
$8.34M ﹤0.01%
119,520
-12,861
1903
$8.33M ﹤0.01%
261,436
+60,617
1904
$8.32M ﹤0.01%
330,153
-605,928
1905
$8.31M ﹤0.01%
431,443
+28,381
1906
$8.29M ﹤0.01%
412,352
-136,356
1907
$8.28M ﹤0.01%
194,092
-86,405
1908
$8.27M ﹤0.01%
631,699
-38,925
1909
$8.27M ﹤0.01%
157,167
+7,316
1910
$8.27M ﹤0.01%
368,283
-2,379,842
1911
$8.27M ﹤0.01%
566,564
+390,878
1912
$8.26M ﹤0.01%
392,344
+72,136
1913
$8.26M ﹤0.01%
193,472
+61,533
1914
$8.26M ﹤0.01%
277,702
-34,739
1915
$8.26M ﹤0.01%
374,908
+74,308
1916
$8.25M ﹤0.01%
399,410
-142,355
1917
$8.24M ﹤0.01%
211,301
+84,921
1918
$8.23M ﹤0.01%
277,352
+42,684
1919
$8.2M ﹤0.01%
125,624
-3,452
1920
$8.19M ﹤0.01%
17,356
-34,890
1921
$8.18M ﹤0.01%
579,966
-7,173
1922
$8.18M ﹤0.01%
247,806
+131,548
1923
$8.18M ﹤0.01%
455,780
+31,625
1924
$8.17M ﹤0.01%
524,763
+25,741
1925
$8.16M ﹤0.01%
300,315
+137,561
75 76
77
78 79