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
2251
$5.71M ﹤0.01%
149,765
-45,431
2252
$5.7M ﹤0.01%
2,299,288
+792,233
2253
$5.7M ﹤0.01%
2,837
+2,794
2254
$5.7M ﹤0.01%
1,135,598
+105,022
2255
$5.7M ﹤0.01%
78,347
+49,667
2256
$5.69M ﹤0.01%
320,353
+253,338
2257
$5.67M ﹤0.01%
533,922
+38,033
2258
$5.67M ﹤0.01%
31,022
+17,181
2259
$5.65M ﹤0.01%
120,948
+41,501
2260
$5.65M ﹤0.01%
202,424
-68,806
2261
$5.65M ﹤0.01%
141,472
-2,732
2262
$5.64M ﹤0.01%
112,331
+3,184
2263
$5.63M ﹤0.01%
+158,269
2264
$5.63M ﹤0.01%
134,974
-163,581
2265
$5.63M ﹤0.01%
89,306
-64,257
2266
$5.63M ﹤0.01%
184,039
-49,977
2267
$5.63M ﹤0.01%
101,903
+11,352
2268
$5.62M ﹤0.01%
432,547
-6,775
2269
$5.62M ﹤0.01%
338,097
+61,854
2270
$5.61M ﹤0.01%
119,399
+23,057
2271
$5.61M ﹤0.01%
213,038
-7,571
2272
$5.6M ﹤0.01%
463,495
+427,150
2273
$5.6M ﹤0.01%
207,225
-21,183
2274
$5.6M ﹤0.01%
+138,614
2275
$5.6M ﹤0.01%
205,681
+64,235
89 90
91
92 93