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
951
$29.9M 0.01%
504,014
+206,342
952
$29.8M 0.01%
1,460,050
-910,918
953
$29.8M 0.01%
2,492,474
-223,186
954
$29.8M 0.01%
494,599
-57,490
955
$29.7M 0.01%
649,878
-47,321
956
$29.7M 0.01%
286,317
-8,008
957
$29.6M 0.01%
1,126,020
+348,524
958
$29.6M 0.01%
2,056,724
-193,728
959
$29.5M 0.01%
1,245,044
-179,558
960
$29.5M 0.01%
389,130
+110,169
961
$29.5M 0.01%
713,522
+107,812
962
$29.4M 0.01%
1,701,053
+162,835
963
$29.4M 0.01%
355,204
-126,861
964
$29.2M 0.01%
1,144,121
-136,504
965
$29.1M 0.01%
360,274
-223,592
966
$29.1M 0.01%
1,611,818
+1,015,366
967
$29.1M 0.01%
510,017
+127,300
968
$29.1M 0.01%
930,342
+730,830
969
$28.9M 0.01%
968,723
+711,240
970
$28.8M 0.01%
681,185
-108,398
971
$28.7M 0.01%
897,340
+278,010
972
$28.7M 0.01%
270,044
-4,526
973
$28.6M 0.01%
893,855
+95,187
974
$28.6M 0.01%
1,159,924
+18
975
$28.6M 0.01%
2,039,552
-709,706
37 38
39
40 41