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
1001
$27.1M 0.01%
1,139,173
+858,156
1002
$27.1M 0.01%
664,848
+30,252
1003
$27M 0.01%
2,033,016
+1,740
1004
$27M 0.01%
1,053,384
-142,380
1005
$27M 0.01%
1,127,983
+53,784
1006
$27M 0.01%
2,149,973
-23,151
1007
$26.9M 0.01%
1,542,835
+175,130
1008
$26.9M 0.01%
881,730
+42,789
1009
$26.8M 0.01%
1,696,736
+776,188
1010
$26.7M 0.01%
1,775,506
-22,867
1011
$26.6M 0.01%
1,040,629
-294,599
1012
$26.6M 0.01%
145,595
+5,933
1013
$26.6M 0.01%
1,125,788
+36,046
1014
$26.5M 0.01%
797,404
+177,995
1015
$26.5M 0.01%
729,534
+42,075
1016
$26.5M 0.01%
1,047,456
-351,524
1017
$26.4M 0.01%
1,577,922
+581,432
1018
$26.3M 0.01%
1,730,792
-1,750,300
1019
$26.3M 0.01%
337,288
+109,711
1020
$26.2M 0.01%
339,057
-37,311
1021
$26.2M 0.01%
1,166,148
+752,602
1022
$26.2M 0.01%
816,845
+8,763
1023
$26.2M 0.01%
863,934
+369,493
1024
$26.2M 0.01%
306,693
+88,980
1025
$26.1M 0.01%
142,352
+25,364
39 40
41
42 43