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
2276
$5.59M ﹤0.01%
329,122
+4,377
2277
$5.58M ﹤0.01%
162,131
-8,552
2278
$5.58M ﹤0.01%
277,370
+225,492
2279
$5.58M ﹤0.01%
98,504
+40,705
2280
$5.57M ﹤0.01%
333,973
-4,165
2281
$5.57M ﹤0.01%
712,653
+896
2282
$5.56M ﹤0.01%
200,386
+72,288
2283
$5.56M ﹤0.01%
186,212
+61,882
2284
$5.55M ﹤0.01%
266,950
-465,475
2285
$5.55M ﹤0.01%
217,277
-42,859
2286
$5.55M ﹤0.01%
541,046
+2,626
2287
$5.54M ﹤0.01%
215,037
+11,393
2288
$5.54M ﹤0.01%
279,692
+181,960
2289
$5.53M ﹤0.01%
95,241
-7,569
2290
$5.53M ﹤0.01%
185,345
+34,541
2291
$5.51M ﹤0.01%
130,234
-2,701
2292
$5.51M ﹤0.01%
294,449
+43,519
2293
$5.5M ﹤0.01%
154,812
+15,985
2294
$5.49M ﹤0.01%
71,698
-45,675
2295
$5.49M ﹤0.01%
36,730
-10,276
2296
$5.49M ﹤0.01%
128,210
-6,491
2297
$5.48M ﹤0.01%
497,158
+116,431
2298
$5.47M ﹤0.01%
145,761
-958
2299
$5.47M ﹤0.01%
142,873
+28,086
2300
$5.47M ﹤0.01%
137,830
-115,694
90 91
92
93 94