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
2026
$7.43M ﹤0.01%
195,137
+85,802
2027
$7.42M ﹤0.01%
144,725
-10,549
2028
$7.42M ﹤0.01%
1,992,869
-2,184,720
2029
$7.41M ﹤0.01%
252,386
-61,840
2030
$7.41M ﹤0.01%
518,765
-29,474
2031
$7.4M ﹤0.01%
137,950
2032
$7.4M ﹤0.01%
364,417
+9,436
2033
$7.38M ﹤0.01%
148,182
-9,840
2034
$7.38M ﹤0.01%
18,086
-1,879
2035
$7.37M ﹤0.01%
521,406
-15,437
2036
$7.36M ﹤0.01%
147,271
+112,254
2037
$7.34M ﹤0.01%
101,900
-11,674
2038
$7.33M ﹤0.01%
168,980
+39,594
2039
$7.33M ﹤0.01%
279,087
+42,672
2040
$7.32M ﹤0.01%
158,965
-78,415
2041
$7.32M ﹤0.01%
146,623
-102,095
2042
$7.32M ﹤0.01%
106,049
-53,158
2043
$7.3M ﹤0.01%
142,505
+13,245
2044
$7.29M ﹤0.01%
916,257
-63,061
2045
$7.27M ﹤0.01%
161,421
+73,255
2046
$7.26M ﹤0.01%
199,936
+78,533
2047
$7.25M ﹤0.01%
545,740
-465,909
2048
$7.25M ﹤0.01%
1,034,955
+75,435
2049
$7.2M ﹤0.01%
305,215
+109,755
2050
$7.19M ﹤0.01%
480,539
+2,367
80 81
82
83 84