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
2151
$6.38M ﹤0.01%
139,104
+62,816
2152
$6.38M ﹤0.01%
94,786
-7,543
2153
$6.37M ﹤0.01%
417,184
-236,669
2154
$6.37M ﹤0.01%
69,600
-12,621
2155
$6.37M ﹤0.01%
195,002
+25,029
2156
$6.36M ﹤0.01%
3,322
-19
2157
$6.36M ﹤0.01%
489,399
+14,216
2158
$6.36M ﹤0.01%
+10,388
2159
$6.35M ﹤0.01%
201,515
+63,312
2160
$6.34M ﹤0.01%
217,367
+184,424
2161
$6.34M ﹤0.01%
757,865
-71,450
2162
$6.34M ﹤0.01%
126,660
+91,875
2163
$6.33M ﹤0.01%
39,639
-2,271
2164
$6.32M ﹤0.01%
187,664
-2,613
2165
$6.32M ﹤0.01%
202,663
+28,962
2166
$6.32M ﹤0.01%
293,780
+1,262
2167
$6.31M ﹤0.01%
439,308
-7,137
2168
$6.31M ﹤0.01%
316,911
-21,636
2169
$6.3M ﹤0.01%
302,420
-287,800
2170
$6.3M ﹤0.01%
126,863
+4,305
2171
$6.28M ﹤0.01%
733,627
+317,168
2172
$6.27M ﹤0.01%
526,799
+100,634
2173
$6.26M ﹤0.01%
168,506
+40,170
2174
$6.25M ﹤0.01%
238,924
-161,964
2175
$6.24M ﹤0.01%
165,079
+11,255
85 86
87
88 89