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
551
$67.5M 0.03%
3,035,682
+994,340
552
$67.5M 0.03%
2,312,986
-1,060,306
553
$67.4M 0.03%
1,444,269
+121,078
554
$67.3M 0.03%
1,387,107
-91,110
555
$67.3M 0.03%
3,295,710
-760,465
556
$67.1M 0.03%
1,575,000
-10,000
557
$67M 0.03%
2,241,901
+255,078
558
$67M 0.03%
1,190,891
-366,837
559
$67M 0.03%
3,709,553
-732,606
560
$66.7M 0.03%
629,287
-180,594
561
$66.3M 0.03%
551,507
+36,261
562
$66.2M 0.03%
1,210,866
-284,266
563
$66M 0.03%
1,306,044
+72,300
564
$66M 0.03%
708,377
-20,427
565
$65.9M 0.03%
1,238,257
-29,207
566
$65.2M 0.03%
980,840
+641,221
567
$65M 0.03%
2,185,321
-931,334
568
$64.7M 0.03%
2,471,703
+99,588
569
$64.5M 0.03%
975,234
+80,446
570
$64.4M 0.03%
3,722,701
-377,802
571
$64M 0.03%
1,563,312
+16,469
572
$63.9M 0.03%
3,167,382
+737,054
573
$63.6M 0.03%
1,465,127
+88,474
574
$63.2M 0.03%
1,287,141
-1,264,790
575
$63.2M 0.03%
1,696,109
-117,514
21 22
23
24 25