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
2326
$5.35M ﹤0.01%
96,694
-24,949
2327
$5.35M ﹤0.01%
109,724
+37,868
2328
$5.34M ﹤0.01%
125,926
-1,712
2329
$5.34M ﹤0.01%
135,112
+92,433
2330
$5.33M ﹤0.01%
202,506
-8,446
2331
$5.33M ﹤0.01%
244,499
+14,613
2332
$5.33M ﹤0.01%
1,107,958
+928,595
2333
$5.32M ﹤0.01%
304,946
+173,979
2334
$5.31M ﹤0.01%
897,169
+15,253
2335
$5.31M ﹤0.01%
88,693
-25,032
2336
$5.31M ﹤0.01%
173,621
+91,333
2337
$5.3M ﹤0.01%
535,366
+515,223
2338
$5.3M ﹤0.01%
379,339
+11,532
2339
$5.29M ﹤0.01%
+520,628
2340
$5.29M ﹤0.01%
315,920
+10,840
2341
– –
0
2342
$5.26M ﹤0.01%
78,931
+50,853
2343
$5.24M ﹤0.01%
479,675
-755,836
2344
$5.23M ﹤0.01%
608,565
+90,294
2345
$5.23M ﹤0.01%
390,046
-30,368
2346
$5.22M ﹤0.01%
90,405
+12,736
2347
$5.22M ﹤0.01%
445,960
+109,770
2348
$5.22M ﹤0.01%
64,617
-4,832
2349
$5.21M ﹤0.01%
99,926
-23,480
2350
$5.21M ﹤0.01%
382,686
+308,689
92 93
94
95 96