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
1151
$21.9M 0.01%
876,258
+39,375
1152
$21.9M 0.01%
1,080,167
-808,609
1153
$21.9M 0.01%
497,405
-524,414
1154
$21.9M 0.01%
130,166
+84,022
1155
$21.8M 0.01%
959,303
-320,384
1156
$21.8M 0.01%
+128,099
1157
$21.7M 0.01%
786,685
-553,024
1158
$21.7M 0.01%
563,344
+469,052
1159
$21.7M 0.01%
2,086,060
-221,905
1160
$21.7M 0.01%
204,477
-21,709
1161
$21.7M 0.01%
445,000
-12,075
1162
$21.6M 0.01%
465,437
+71,602
1163
$21.6M 0.01%
447,008
-118,261
1164
$21.6M 0.01%
345,412
-356,828
1165
$21.5M 0.01%
401,443
+93,871
1166
$21.5M 0.01%
216,078
-38,842
1167
$21.5M 0.01%
458,903
-183,733
1168
$21.5M 0.01%
237,069
-189,117
1169
$21.5M 0.01%
1,636,731
-210,665
1170
$21.4M 0.01%
747,804
+535,536
1171
$21.4M 0.01%
1,468,090
-1,302,868
1172
$21.4M 0.01%
1,037,070
-507,917
1173
$21.3M 0.01%
1,035,717
-22,706
1174
$21.3M 0.01%
696,994
+195,880
1175
$21.3M 0.01%
785,689
-824,639
45 46
47
48 49