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
776
$40.8M 0.02%
971,357
+229
777
$40.8M 0.02%
1,278,409
+12,891
778
$40.7M 0.02%
5,286,284
-1,646,572
779
$40.6M 0.02%
1,077,515
-103,531
780
$40.5M 0.02%
636,748
+123,324
781
$40.2M 0.02%
2,664,885
+919,750
782
$40.2M 0.02%
1,727,537
+1,623,787
783
$40M 0.02%
5,341,527
-143,951
784
$40M 0.02%
1,986,742
+303,802
785
$40M 0.02%
641,353
+193,604
786
$40M 0.02%
175,855
+51,418
787
$39.9M 0.02%
1,915,640
+259,378
788
$39.8M 0.02%
16,480,950
+3,994,764
789
$39.7M 0.02%
2,001,748
-81,592
790
$39.6M 0.02%
982,722
-126,373
791
$39.5M 0.02%
795,327
+235,481
792
$39.4M 0.02%
540,853
-126,585
793
$39.4M 0.02%
1,016,655
-30,950
794
$39.4M 0.02%
268,931
-295,377
795
$39.2M 0.02%
3,008,177
+157,294
796
$39.2M 0.02%
726,797
-21,880
797
$39.2M 0.02%
860,390
+276,834
798
$38.7M 0.02%
1,299,306
-20,142
799
$38.6M 0.02%
2,532,275
+774,585
800
$38.6M 0.02%
1,038,965
+103,442
30 31
32
33 34