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
601
$59.6M 0.03%
190,414
-39,809
602
$59.5M 0.03%
4,347,087
-122,898
603
$59.4M 0.03%
4,094,095
+3,315,935
604
$59.3M 0.03%
3,417,293
-74,923
605
$59.2M 0.03%
1,508,510
+75,584
606
$59.1M 0.03%
1,614,620
-626,450
607
$59.1M 0.03%
1,856,894
+1,192,275
608
$58.9M 0.03%
1,008,637
+87,855
609
$58.8M 0.03%
2,328,102
+523,930
610
$58.8M 0.03%
780,079
+364,724
611
$58.7M 0.03%
240,515
-17,858
612
$58.6M 0.03%
4,581,003
+640,190
613
$58.5M 0.03%
2,255,402
+110,044
614
$58.5M 0.03%
10,556,832
+6,363,159
615
$58.3M 0.03%
4,530,175
+178,144
616
$58.1M 0.03%
916,569
+517,342
617
$58.1M 0.03%
1,898,720
+137,438
618
$57.9M 0.03%
1,203,981
+592,445
619
$57.8M 0.03%
1,321,738
-547,611
620
$57.7M 0.03%
1,334,748
+97,097
621
$57.5M 0.03%
4,633,044
+3,612,204
622
$57.3M 0.03%
4,726,260
-229,450
623
$57.2M 0.03%
2,544,238
+1,458,314
624
$57.1M 0.03%
2,850,620
+210,192
625
$56.9M 0.03%
784,412
-575,465
23 24
25
26 27