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
2101
$6.76M ﹤0.01%
248,003
-130,199
2102
$6.76M ﹤0.01%
157,325
-292,995
2103
$6.75M ﹤0.01%
144,697
+5,502
2104
$6.75M ﹤0.01%
90,765
+11,130
2105
$6.74M ﹤0.01%
463,001
-137,501
2106
$6.73M ﹤0.01%
192,773
+169,990
2107
$6.71M ﹤0.01%
493,337
-32,732
2108
$6.7M ﹤0.01%
+204,969
2109
$6.7M ﹤0.01%
568,463
+135,012
2110
$6.69M ﹤0.01%
375,983
-76,837
2111
$6.68M ﹤0.01%
301,123
-104,854
2112
$6.68M ﹤0.01%
177,796
+1,831
2113
$6.67M ﹤0.01%
287,841
-28,083
2114
$6.65M ﹤0.01%
589,236
+42,278
2115
$6.64M ﹤0.01%
277,135
+210,994
2116
$6.64M ﹤0.01%
187,132
+38,928
2117
$6.64M ﹤0.01%
328,968
-225,914
2118
$6.64M ﹤0.01%
175,820
-301,972
2119
$6.64M ﹤0.01%
165,037
+50,414
2120
$6.62M ﹤0.01%
219,002
-30,596
2121
$6.58M ﹤0.01%
268,133
-53,902
2122
$6.57M ﹤0.01%
292,111
+184,390
2123
$6.57M ﹤0.01%
697,575
+331,539
2124
$6.57M ﹤0.01%
425,906
-106,566
2125
$6.57M ﹤0.01%
219,168
+99,187
83 84
85
86 87