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
1226
$19.9M 0.01%
48,554
+14,297
1227
$19.9M 0.01%
1,105,610
+222,365
1228
$19.9M 0.01%
37,357
+1,652
1229
$19.9M 0.01%
649,861
-319,421
1230
$19.8M 0.01%
481,522
-7,781
1231
$19.8M 0.01%
479,750
-28,560
1232
$19.7M 0.01%
615,129
+120,096
1233
$19.6M 0.01%
1,652,609
+807,617
1234
$19.6M 0.01%
1,217,109
+1,057,494
1235
$19.5M 0.01%
+1,038,743
1236
$19.5M 0.01%
2,392,450
+376,825
1237
$19.5M 0.01%
338,500
+189,507
1238
$19.5M 0.01%
528,198
-8,096
1239
$19.5M 0.01%
2,545,775
+50,460
1240
$19.4M 0.01%
846,100
1241
$19.4M 0.01%
634,133
+326,320
1242
$19.3M 0.01%
379,063
+42,229
1243
$19.3M 0.01%
1,487,680
-25,919
1244
$19.3M 0.01%
942,589
-5,824
1245
$19.3M 0.01%
473,427
+601
1246
$19.2M 0.01%
786,181
-87,379
1247
$19.2M 0.01%
331,204
-253,163
1248
$19.2M 0.01%
709,242
+87,174
1249
$19.1M 0.01%
503,573
+105,209
1250
$19.1M 0.01%
340,275
+65,998
48 49
50
51 52