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
2301
$5.46M ﹤0.01%
184,094
+61,550
2302
$5.46M ﹤0.01%
372,522
+323,628
2303
$5.46M ﹤0.01%
423,700
-248,585
2304
$5.46M ﹤0.01%
195,071
-197,183
2305
$5.46M ﹤0.01%
181,820
-84,067
2306
$5.46M ﹤0.01%
1,083,299
-287,317
2307
$5.46M ﹤0.01%
460,446
+108,430
2308
$5.45M ﹤0.01%
213,627
+124,036
2309
$5.45M ﹤0.01%
647,545
+214,937
2310
$5.45M ﹤0.01%
289,148
+253,121
2311
$5.44M ﹤0.01%
91,573
+49,356
2312
$5.42M ﹤0.01%
76,760
+29,263
2313
$5.41M ﹤0.01%
139,344
-12,727
2314
$5.41M ﹤0.01%
525,855
-8,368
2315
$5.41M ﹤0.01%
213,855
+1,254
2316
$5.4M ﹤0.01%
136,046
+55,949
2317
$5.4M ﹤0.01%
303,151
+263,701
2318
$5.39M ﹤0.01%
303,132
-145,772
2319
$5.37M ﹤0.01%
161,140
-50,661
2320
$5.37M ﹤0.01%
189,341
-102,935
2321
$5.37M ﹤0.01%
139,670
-43,621
2322
$5.37M ﹤0.01%
214,198
+158,756
2323
$5.36M ﹤0.01%
429,548
+144,798
2324
$5.36M ﹤0.01%
335,280
-367,587
2325
$5.35M ﹤0.01%
320,489
+16,438
91 92
93
94 95