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
1926
$8.14M ﹤0.01%
455,948
-15,766
1927
$8.14M ﹤0.01%
165,931
+38,545
1928
$8.14M ﹤0.01%
1,010,935
-1,134,839
1929
$8.14M ﹤0.01%
207,441
+46,105
1930
$8.13M ﹤0.01%
814,360
+344,144
1931
$8.12M ﹤0.01%
180,565
+10,843
1932
$8.11M ﹤0.01%
483,211
+136,315
1933
$8.11M ﹤0.01%
167,337
-1,107
1934
$8.1M ﹤0.01%
647,297
-3,021,993
1935
$8.07M ﹤0.01%
204,907
-8,879
1936
$8.06M ﹤0.01%
42,305
-5,952
1937
$8.06M ﹤0.01%
75,340
-59,554
1938
$8.05M ﹤0.01%
278,602
+82,458
1939
$8.04M ﹤0.01%
476,553
-64,647
1940
$8.03M ﹤0.01%
642,252
+123,807
1941
$8.03M ﹤0.01%
79,399
-32,987
1942
$8.03M ﹤0.01%
270
+4
1943
$8.01M ﹤0.01%
2,377,428
-5,818,645
1944
$8.01M ﹤0.01%
155,567
+2,910
1945
$8.01M ﹤0.01%
443,555
-67,924
1946
$8M ﹤0.01%
286,285
+72,469
1947
$7.99M ﹤0.01%
621,033
+29,620
1948
$7.99M ﹤0.01%
324,036
+187,101
1949
$7.99M ﹤0.01%
642,556
+76,360
1950
$7.97M ﹤0.01%
707,557
+433,567
76 77
78
79 80