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
1126
$22.9M 0.01%
242,152
-1,024
1127
$22.9M 0.01%
916,290
-1,193,251
1128
$22.8M 0.01%
369,645
+64,670
1129
$22.8M 0.01%
308,411
-74,104
1130
$22.8M 0.01%
1,009,687
+583,553
1131
$22.8M 0.01%
985,334
+233,245
1132
$22.7M 0.01%
424,434
-76,598
1133
$22.7M 0.01%
485,041
+144,181
1134
$22.7M 0.01%
850,684
-1,367,212
1135
$22.5M 0.01%
222,380
+145,115
1136
$22.5M 0.01%
1,377,524
-863,869
1137
$22.5M 0.01%
534,218
-82,449
1138
$22.5M 0.01%
618,840
-6,140,230
1139
$22.5M 0.01%
731,083
+386,058
1140
$22.4M 0.01%
822,318
+122,819
1141
$22.4M 0.01%
358,368
+118,482
1142
$22.3M 0.01%
2,284,093
+88,534
1143
$22.3M 0.01%
978,757
+576,379
1144
$22.3M 0.01%
758,556
-111,424
1145
$22.2M 0.01%
408,165
+53,224
1146
$22.1M 0.01%
504,000
-97,283
1147
$22.1M 0.01%
856,011
+17,995
1148
$22.1M 0.01%
902,427
-198,408
1149
$22M 0.01%
+181,022
1150
$21.9M 0.01%
2,871,162
+1,815,444
44 45
46
47 48