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
876
$33.9M 0.02%
993,858
-250,637
877
$33.9M 0.02%
563,900
+243,082
878
$33.9M 0.02%
2,790,366
-168,166
879
$33.8M 0.02%
2,503,056
+38,728
880
$33.7M 0.02%
244,962
-33,896
881
$33.7M 0.02%
3,933,000
+2,277,950
882
$33.7M 0.02%
1,577,275
+284,970
883
$33.6M 0.02%
663,516
-99,348
884
$33.6M 0.02%
595,876
-14,436
885
$33.5M 0.02%
524,580
+67,264
886
$33.5M 0.02%
526,537
+9,567
887
$33.4M 0.02%
614,718
+202,617
888
$33.3M 0.02%
1,911,327
+620,767
889
$33.3M 0.02%
1,115,101
-681,522
890
$33.1M 0.02%
426,298
-218,926
891
$33.1M 0.02%
996,284
-229,804
892
$33.1M 0.02%
4,006,888
+152,544
893
$32.9M 0.02%
761,512
-61,068
894
$32.8M 0.02%
2,239,274
+422,008
895
$32.8M 0.02%
552,623
-62,633
896
$32.7M 0.02%
311,415
+32,823
897
$32.7M 0.02%
2,962,854
-177,331
898
$32.7M 0.02%
1,861,532
-1,230
899
$32.5M 0.02%
2,560,860
+972,315
900
$32.5M 0.02%
949,178
+318,588
34 35
36
37 38