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
1951
$7.96M ﹤0.01%
535,465
-979,643
1952
$7.96M ﹤0.01%
121,142
+7,639
1953
$7.92M ﹤0.01%
108,546
+31,856
1954
$7.92M ﹤0.01%
334,733
+49,543
1955
$7.91M ﹤0.01%
426,475
+277,557
1956
$7.91M ﹤0.01%
+282,907
1957
$7.9M ﹤0.01%
137,698
-10,262
1958
$7.89M ﹤0.01%
441,995
+8,796
1959
$7.88M ﹤0.01%
463,112
+14,371
1960
$7.87M ﹤0.01%
273,760
+235,806
1961
$7.87M ﹤0.01%
520,830
+308,176
1962
$7.87M ﹤0.01%
285,493
-81,890
1963
$7.86M ﹤0.01%
510,557
-19,410
1964
$7.83M ﹤0.01%
513,092
+273,236
1965
$7.82M ﹤0.01%
2,143,375
-269,900
1966
$7.82M ﹤0.01%
296,940
+187,081
1967
$7.81M ﹤0.01%
238,944
+10,428
1968
$7.8M ﹤0.01%
124,134
-181,493
1969
$7.8M ﹤0.01%
90,187
+12,330
1970
$7.79M ﹤0.01%
113,802
+5,299
1971
$7.79M ﹤0.01%
1,188,163
+47,357
1972
$7.79M ﹤0.01%
483,621
-68,048
1973
$7.78M ﹤0.01%
156,084
-4,386
1974
$7.78M ﹤0.01%
916,348
-3,601
1975
$7.77M ﹤0.01%
599,949
-88,122
77 78
79
80 81