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
1276
$18.4M 0.01%
478,897
+137,355
1277
$18.4M 0.01%
617,857
+40,313
1278
$18.4M 0.01%
323,450
-112,171
1279
$18.4M 0.01%
471,166
+51,669
1280
$18.3M 0.01%
1,465,694
-72,440
1281
$18.3M 0.01%
1,106,272
-520,954
1282
$18.3M 0.01%
319,081
+31,659
1283
$18.3M 0.01%
2,094,994
+354,800
1284
$18.3M 0.01%
479,301
+47,764
1285
$18.3M 0.01%
684,838
+65,698
1286
$18.3M 0.01%
3,100,757
+17,475
1287
$18.3M 0.01%
469,530
-473,708
1288
$18.2M 0.01%
191,507
-57,150
1289
$18.2M 0.01%
861,391
+36,729
1290
$18.2M 0.01%
163,651
-47,918
1291
$18.2M 0.01%
1,553,997
+36,306
1292
$18.2M 0.01%
249,046
-174,806
1293
$18.2M 0.01%
291,959
+82,663
1294
$18.1M 0.01%
1,292,186
-161,074
1295
$18.1M 0.01%
2,573,723
+5,885
1296
$18.1M 0.01%
1,093,169
-171,259
1297
$18.1M 0.01%
709,321
+60,291
1298
$18M 0.01%
495,910
+210,174
1299
$18M 0.01%
727,408
-128,286
1300
$18M 0.01%
644,638
+109,138
50 51
52
53 54