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
2401
$4.87M ﹤0.01%
181,123
+45,035
2402
$4.87M ﹤0.01%
388,841
+12,772
2403
$4.86M ﹤0.01%
172,543
+39,018
2404
$4.84M ﹤0.01%
489,086
-80,087
2405
$4.84M ﹤0.01%
361,990
+55,778
2406
$4.83M ﹤0.01%
58,397
+12,289
2407
$4.83M ﹤0.01%
104,589
-18,087
2408
$4.83M ﹤0.01%
162,294
-29,534
2409
$4.81M ﹤0.01%
117,366
+26,363
2410
$4.81M ﹤0.01%
300,592
+35,200
2411
$4.8M ﹤0.01%
508,789
-37,278
2412
$4.79M ﹤0.01%
181,629
+37,989
2413
$4.79M ﹤0.01%
1,200,110
+1,186,832
2414
$4.79M ﹤0.01%
97,632
-61,654
2415
$4.79M ﹤0.01%
261,315
-27,526
2416
$4.78M ﹤0.01%
661,503
+46,092
2417
$4.78M ﹤0.01%
13,587
-15,319
2418
$4.78M ﹤0.01%
141,597
+38,287
2419
$4.78M ﹤0.01%
414,342
-378,517
2420
$4.78M ﹤0.01%
292,984
+56,934
2421
$4.77M ﹤0.01%
93,375
+81,388
2422
$4.77M ﹤0.01%
383,440
+203,196
2423
$4.77M ﹤0.01%
36,465
+8,566
2424
$4.77M ﹤0.01%
8,228
-28,022
2425
$4.76M ﹤0.01%
62,101
-30,805
95 96
97
98 99