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
2351
$5.21M ﹤0.01%
411,184
+236,848
2352
$5.2M ﹤0.01%
182,164
-11,620
2353
$5.19M ﹤0.01%
296,096
-33,941
2354
$5.18M ﹤0.01%
340,244
-6,058
2355
$5.18M ﹤0.01%
576,258
+448,101
2356
$5.18M ﹤0.01%
117,674
+51,933
2357
$5.17M ﹤0.01%
446,854
-116,274
2358
$5.16M ﹤0.01%
320,844
+94,788
2359
$5.14M ﹤0.01%
107,512
+49,802
2360
$5.12M ﹤0.01%
900,434
+100,773
2361
$5.12M ﹤0.01%
262,285
+72,256
2362
$5.12M ﹤0.01%
600,978
+44,385
2363
$5.12M ﹤0.01%
+233,028
2364
$5.11M ﹤0.01%
75,149
-140,042
2365
$5.1M ﹤0.01%
437,613
+389,436
2366
$5.1M ﹤0.01%
913,744
-18,936
2367
$5.09M ﹤0.01%
168,889
+67,900
2368
$5.08M ﹤0.01%
160,056
-48,939
2369
$5.07M ﹤0.01%
116,113
-6,423
2370
$5.05M ﹤0.01%
100,090
+46,217
2371
$5.04M ﹤0.01%
173,170
+7,366
2372
$5.03M ﹤0.01%
109,834
-24,075
2373
$5.01M ﹤0.01%
83,566
-6,929
2374
$5M ﹤0.01%
108,668
+9,936
2375
$5M ﹤0.01%
307,144
+17,576
93 94
95
96 97