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
2076
$6.94M ﹤0.01%
303,514
-37,902
2077
$6.94M ﹤0.01%
994,760
+811,100
2078
$6.93M ﹤0.01%
324,303
-181,045
2079
$6.92M ﹤0.01%
544,806
-954,993
2080
$6.92M ﹤0.01%
540,496
-225,568
2081
$6.92M ﹤0.01%
346,233
-13,362
2082
$6.91M ﹤0.01%
403,568
-430,527
2083
$6.91M ﹤0.01%
275,221
+16,012
2084
$6.91M ﹤0.01%
54,816
+19,077
2085
$6.9M ﹤0.01%
389,517
-151,645
2086
$6.89M ﹤0.01%
157,642
+18,004
2087
$6.89M ﹤0.01%
374,032
-77,695
2088
$6.88M ﹤0.01%
515,511
-305,464
2089
$6.88M ﹤0.01%
203,476
-519,423
2090
$6.87M ﹤0.01%
808,065
-35,610
2091
$6.86M ﹤0.01%
341,805
+51,659
2092
$6.86M ﹤0.01%
565,163
+42,283
2093
$6.85M ﹤0.01%
170,519
-174,745
2094
$6.85M ﹤0.01%
558,697
+131,069
2095
$6.84M ﹤0.01%
151,324
-136,377
2096
$6.84M ﹤0.01%
197,648
+151,836
2097
$6.82M ﹤0.01%
213,083
-54,418
2098
$6.81M ﹤0.01%
494,061
+16,727
2099
$6.78M ﹤0.01%
322,011
+55,944
2100
$6.77M ﹤0.01%
149,499
+22,153
82 83
84
85 86