Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
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
5,614
New
Increased
Reduced
Closed

Top Buys

1
+$2.34B
2
+$1B
3
+$420M
4
WFC icon
Wells Fargo
WFC
+$345M
5
BX icon
Blackstone
BX
+$318M

Top Sells

1
+$687M
2
+$620M
3
+$307M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$301M
5
CRM icon
Salesforce
CRM
+$289M

Sector Composition

1 Financials 8.88%
2 Technology 8.64%
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
2901
$2.78M ﹤0.01%
395,084
+212,436
2902
$2.77M ﹤0.01%
167,626
-168,871
2903
$2.77M ﹤0.01%
172,206
+8,610
2904
$2.77M ﹤0.01%
141,615
+4,062
2905
$2.75M ﹤0.01%
183,406
+3,114
2906
$2.75M ﹤0.01%
286,308
+69,110
2907
$2.75M ﹤0.01%
53,515
+30,480
2908
$2.75M ﹤0.01%
166,246
+41,754
2909
$2.75M ﹤0.01%
90,188
-58,119
2910
$2.75M ﹤0.01%
+120,486
2911
$2.75M ﹤0.01%
70,928
+29,070
2912
$2.74M ﹤0.01%
64,588
-8,192
2913
$2.73M ﹤0.01%
315,181
-167,774
2914
$2.73M ﹤0.01%
295,330
-27,941
2915
$2.73M ﹤0.01%
807,218
+276,651
2916
$2.73M ﹤0.01%
387,733
+117,007
2917
$2.73M ﹤0.01%
113,698
+7,385
2918
$2.71M ﹤0.01%
450,324
+266,880
2919
$2.71M ﹤0.01%
215,821
-228,911
2920
$2.71M ﹤0.01%
138,122
-41,736
2921
$2.71M ﹤0.01%
83,015
-8,440
2922
$2.69M ﹤0.01%
212,613
-139,403
2923
$2.69M ﹤0.01%
+134,300
2924
$2.69M ﹤0.01%
476,634
-63,325
2925
$2.69M ﹤0.01%
140,884
-17,041
115 116
117
118 119