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
1201
$20.7M 0.01%
417,580
+320,423
1202
$20.7M 0.01%
1,151,142
+170,213
1203
$20.6M 0.01%
686,098
+354,674
1204
$20.5M 0.01%
548,366
+43,554
1205
$20.5M 0.01%
1,143,585
+93,485
1206
$20.4M 0.01%
248,180
-22,796
1207
$20.4M 0.01%
335,242
+51,219
1208
$20.4M 0.01%
2,400,170
+691,486
1209
$20.3M 0.01%
1,228,714
-183,654
1210
$20.3M 0.01%
573,268
+341,714
1211
$20.3M 0.01%
813,096
-543,402
1212
$20.3M 0.01%
324,963
-198,349
1213
$20.3M 0.01%
62,062
-2,110
1214
$20.3M 0.01%
164,175
+47,516
1215
$20.2M 0.01%
1,042,170
+46,537
1216
$20.2M 0.01%
25,196
-130
1217
$20.2M 0.01%
305,069
+195,631
1218
$20.2M 0.01%
1,360,657
-134,274
1219
$20.2M 0.01%
140,498
-4,404
1220
$20.1M 0.01%
724,464
+346,700
1221
$20.1M 0.01%
411,266
+211,873
1222
$20M 0.01%
446,184
+362,356
1223
$20M 0.01%
1,656,503
-62,735
1224
$20M 0.01%
401,355
+185,970
1225
$20M 0.01%
258,505
-269,285
47 48
49
50 51