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
2051
$7.19M ﹤0.01%
640,356
+430,854
2052
$7.19M ﹤0.01%
184,022
+36,432
2053
$7.18M ﹤0.01%
1,011,638
+198,315
2054
$7.18M ﹤0.01%
155,127
+11,421
2055
$7.17M ﹤0.01%
470,344
-75,919
2056
$7.17M ﹤0.01%
188,807
+110,016
2057
$7.17M ﹤0.01%
371,137
+135,103
2058
$7.16M ﹤0.01%
142,640
-23,644
2059
$7.15M ﹤0.01%
445,583
+277,409
2060
$7.14M ﹤0.01%
960,732
-56,187
2061
$7.11M ﹤0.01%
297,380
-103,563
2062
$7.11M ﹤0.01%
127,208
-26,354
2063
$7.11M ﹤0.01%
353,144
-156,498
2064
$7.1M ﹤0.01%
146,581
+12,162
2065
$7.08M ﹤0.01%
1,187,944
+704,819
2066
$7.07M ﹤0.01%
521,367
+35,170
2067
$7.07M ﹤0.01%
143,099
-7,287
2068
$7.06M ﹤0.01%
64,862
+53,313
2069
$7.05M ﹤0.01%
539,884
+150,389
2070
$7.03M ﹤0.01%
138,057
-5,062
2071
$7.03M ﹤0.01%
190,153
+38,977
2072
$7.02M ﹤0.01%
552,607
+116,352
2073
$7.01M ﹤0.01%
565,356
-9,483
2074
$7.01M ﹤0.01%
186,408
+23,966
2075
$7M ﹤0.01%
372,283
+86,870
81 82
83
84 85