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
201
$240M 0.11%
812,725
-123,830
202
$239M 0.11%
8,728,283
-197,280
203
$239M 0.11%
7,605,159
-2,674,628
204
$238M 0.11%
3,133,634
-2,956,661
205
$237M 0.11%
1,920,514
-117,043
206
$234M 0.11%
17,051,368
+11,756,212
207
$233M 0.11%
7,034,962
-1,834,959
208
$233M 0.11%
10,328,606
-2,355,650
209
$230M 0.11%
5,484,933
-407,461
210
$226M 0.11%
6,512,728
-126,596
211
$224M 0.11%
3,210,435
-1,411,863
212
$224M 0.11%
2,091,427
-352,820
213
$224M 0.11%
11,599,571
+2,269,643
214
$224M 0.11%
4,165,043
+937,210
215
$224M 0.11%
1,612,755
+25,968
216
$222M 0.1%
8,853,542
+3,405,843
217
$220M 0.1%
5,802,597
-960,969
218
$219M 0.1%
15,427,810
+1,586,451
219
$219M 0.1%
5,590,098
+402,418
220
$218M 0.1%
9,419,128
+58,246
221
$217M 0.1%
3,518,935
+517,230
222
$217M 0.1%
2,370,621
+162,805
223
$216M 0.1%
2,951,002
-9,872,737
224
$215M 0.1%
1,707,813
+155,661
225
$215M 0.1%
3,977,132
-109,952
7 8
9
10 11