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
2426
$4.76M ﹤0.01%
189,028
+169,818
2427
$4.76M ﹤0.01%
+432,661
2428
$4.75M ﹤0.01%
54,123
+10,523
2429
$4.75M ﹤0.01%
101,988
+14,452
2430
$4.74M ﹤0.01%
5,957
-181
2431
$4.74M ﹤0.01%
25,806
+2,729
2432
$4.73M ﹤0.01%
105,330
+39,604
2433
$4.72M ﹤0.01%
432,060
+52,977
2434
$4.71M ﹤0.01%
207,784
+7,327
2435
$4.71M ﹤0.01%
119,007
-109,905
2436
$4.7M ﹤0.01%
482,475
+78,422
2437
$4.7M ﹤0.01%
98,212
-11,220
2438
$4.69M ﹤0.01%
258,162
+42
2439
$4.68M ﹤0.01%
113,549
+30,830
2440
$4.68M ﹤0.01%
24,614
-733
2441
$4.67M ﹤0.01%
42,846
-29,824
2442
$4.67M ﹤0.01%
174,956
+12,201
2443
$4.66M ﹤0.01%
303,069
+226,253
2444
$4.66M ﹤0.01%
227,872
+29,924
2445
$4.66M ﹤0.01%
240,195
+38,941
2446
$4.66M ﹤0.01%
88,597
+3,496
2447
$4.65M ﹤0.01%
169,306
+77,575
2448
$4.65M ﹤0.01%
338,624
+278,634
2449
$4.64M ﹤0.01%
154,173
-31,436
2450
$4.64M ﹤0.01%
4,144
+1,432
96 97
98
99 100