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
1026
$26.1M 0.01%
558,437
+492,282
1027
$26.1M 0.01%
553,854
-57,292
1028
$26.1M 0.01%
1,135,407
-31,639
1029
$26M 0.01%
128,967
+55,980
1030
$26M 0.01%
187,291
-17,443
1031
$26M 0.01%
924,554
-837,091
1032
$25.9M 0.01%
1,511,172
+814,531
1033
$25.9M 0.01%
527,943
+394,917
1034
$25.8M 0.01%
2,018,623
+85,275
1035
$25.8M 0.01%
1,094,080
+940,409
1036
$25.7M 0.01%
524,368
-30,160
1037
$25.7M 0.01%
766,068
+220,839
1038
$25.7M 0.01%
814,274
+254,940
1039
$25.7M 0.01%
587,174
+75,100
1040
$25.6M 0.01%
5,237,232
+5,049,787
1041
$25.6M 0.01%
944,959
-544,305
1042
$25.5M 0.01%
256,856
-6,584
1043
$25.5M 0.01%
944,837
+7,861
1044
$25.4M 0.01%
2,274,196
+439,864
1045
$25.4M 0.01%
674,179
-35,864
1046
$25.4M 0.01%
755,839
+164,885
1047
$25.3M 0.01%
622,876
+258,315
1048
$25.3M 0.01%
264,050
-10,262
1049
$25.2M 0.01%
2,755,068
-191,687
1050
$25.1M 0.01%
339,930
+149,176
40 41
42
43 44