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
2376
$4.99M ﹤0.01%
131,423
-3,815
2377
$4.99M ﹤0.01%
120,992
-82,594
2378
$4.98M ﹤0.01%
80,105
+44,477
2379
$4.98M ﹤0.01%
194,842
+11,108
2380
$4.97M ﹤0.01%
44,891
-21,238
2381
$4.96M ﹤0.01%
96,518
+66,088
2382
$4.94M ﹤0.01%
138,019
+134,469
2383
$4.94M ﹤0.01%
125,579
+66,427
2384
$4.93M ﹤0.01%
542,667
-57,474
2385
$4.93M ﹤0.01%
102,540
+76,626
2386
$4.93M ﹤0.01%
162,392
+34,339
2387
$4.92M ﹤0.01%
193,276
-434,071
2388
$4.92M ﹤0.01%
12,019
+2,753
2389
$4.92M ﹤0.01%
220,310
-2,279
2390
$4.92M ﹤0.01%
166,564
-580,372
2391
$4.92M ﹤0.01%
225,259
+169,040
2392
$4.92M ﹤0.01%
14,792
+8,853
2393
$4.9M ﹤0.01%
665,844
-72,058
2394
$4.9M ﹤0.01%
149,017
-24,439
2395
$4.9M ﹤0.01%
267,038
+84,748
2396
$4.9M ﹤0.01%
331,704
-89,881
2397
$4.88M ﹤0.01%
97,538
+91,822
2398
$4.88M ﹤0.01%
90,899
+14,909
2399
$4.88M ﹤0.01%
238,033
+67,689
2400
$4.88M ﹤0.01%
162,628
-19,238
94 95
96
97 98