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
1101
$23.7M 0.01%
3,072,476
-475,125
1102
$23.6M 0.01%
886,173
-420,696
1103
$23.6M 0.01%
2,049,166
+210,463
1104
$23.6M 0.01%
1,062,771
-480,377
1105
$23.5M 0.01%
429,820
-188,405
1106
$23.5M 0.01%
5,794,540
+969,470
1107
$23.4M 0.01%
741,392
+36,191
1108
$23.3M 0.01%
508,612
-359,160
1109
$23.3M 0.01%
415,219
-67,639
1110
$23.3M 0.01%
778,131
+19,895
1111
$23.3M 0.01%
1,009,542
-250,681
1112
$23.3M 0.01%
731,673
+1,525
1113
$23.3M 0.01%
1,237,019
-50,401
1114
$23.2M 0.01%
738,967
+21,273
1115
$23.2M 0.01%
765,300
-58,338
1116
$23.2M 0.01%
276,526
+60,260
1117
$23.2M 0.01%
470,031
+313,497
1118
$23.2M 0.01%
59,648,080
-45,726,800
1119
$23.2M 0.01%
1,072,661
-426,642
1120
$23.1M 0.01%
1,010,513
-116,753
1121
$23.1M 0.01%
1,185,956
+192,478
1122
$23.1M 0.01%
556,658
+83,230
1123
$23M 0.01%
461,342
-126,908
1124
$23M 0.01%
395,846
-270,982
1125
$22.9M 0.01%
606,824
+332,300
43 44
45
46 47