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
1251
$19.1M 0.01%
490,364
+357,954
1252
$19.1M 0.01%
692,324
-221,280
1253
$19.1M 0.01%
722,122
-48,796
1254
$19M 0.01%
130,706
-58,067
1255
$19M 0.01%
576,590
-65,886
1256
$18.9M 0.01%
433,543
+32,031
1257
$18.9M 0.01%
848,213
+427,287
1258
$18.9M 0.01%
452,922
-9,589
1259
$18.9M 0.01%
777,340
+328,402
1260
$18.9M 0.01%
489,578
+191,530
1261
$18.9M 0.01%
1,661,117
-64,719
1262
$18.8M 0.01%
249,074
-113,295
1263
$18.8M 0.01%
434,917
+330,897
1264
$18.8M 0.01%
667,458
+257,992
1265
$18.8M 0.01%
1,396,955
+66,605
1266
$18.7M 0.01%
557,195
-97,295
1267
$18.7M 0.01%
641,231
-352,590
1268
$18.7M 0.01%
1,021,114
+54,535
1269
$18.7M 0.01%
1,219,422
-198,153
1270
$18.7M 0.01%
3,560,431
+691,451
1271
$18.7M 0.01%
242,420
+82,577
1272
$18.6M 0.01%
1,013,516
+435,511
1273
$18.6M 0.01%
468,262
-10,836
1274
$18.6M 0.01%
1,504,425
-896,738
1275
$18.6M 0.01%
1,473,360
+1,460,943
49 50
51
52 53