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
426
$97.4M 0.05%
1,867,401
+164,915
427
$97.3M 0.05%
1,922,757
+249,541
428
$97M 0.05%
2,789,856
+248,136
429
$96.6M 0.05%
1,370,936
+134,234
430
$95.5M 0.05%
745,711
+524,022
431
$95.3M 0.05%
1,000,540
+357,678
432
$95.1M 0.04%
3,106,837
-2,871,974
433
$94.9M 0.04%
8,635,770
+1,560,846
434
$94.6M 0.04%
2,152,438
-29,558
435
$94.5M 0.04%
1,109,072
+15,067
436
$94.4M 0.04%
597,596
-241,179
437
$93.9M 0.04%
1,040,887
-5,440
438
$93.3M 0.04%
1,565,576
-215,854
439
$93.3M 0.04%
2,096,266
-278,463
440
$92.9M 0.04%
1,095,835
-628,228
441
$92.8M 0.04%
2,485,993
+980,401
442
$92.7M 0.04%
2,251,275
+1,427,655
443
$92.6M 0.04%
2,213,993
-383,638
444
$92.1M 0.04%
3,312,415
+432,467
445
$91.8M 0.04%
2,429,521
+43,777
446
$91.8M 0.04%
2,763,640
+14,169
447
$91.5M 0.04%
1,187,741
-703,804
448
$91.3M 0.04%
4,045,201
-99,427
449
$90.8M 0.04%
1,240,171
-34,499
450
$90.6M 0.04%
11,723
+5,420
16 17
18
19 20