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
1301
$18M 0.01%
984,995
-33,364
1302
$18M 0.01%
+403,702
1303
$18M 0.01%
2,376,900
-1,312,050
1304
$17.9M 0.01%
346,790
-214,019
1305
$17.9M 0.01%
216,058
+27,550
1306
$17.9M 0.01%
228,884
-86,293
1307
$17.9M 0.01%
388,942
-112,928
1308
$17.9M 0.01%
1,250,693
+1,228,354
1309
$17.9M 0.01%
1,501,082
+283,751
1310
$17.8M 0.01%
530,067
+353,856
1311
$17.8M 0.01%
243,322
-267,615
1312
$17.8M 0.01%
354,642
+35,206
1313
$17.8M 0.01%
1,046,472
-188,300
1314
$17.7M 0.01%
784,777
+319,165
1315
$17.6M 0.01%
838,898
+305,312
1316
$17.6M 0.01%
488,219
-346,075
1317
$17.6M 0.01%
225,409
-186,156
1318
$17.6M 0.01%
2,484,824
-441,505
1319
$17.6M 0.01%
290,576
-33,817
1320
$17.4M 0.01%
496,979
+121,177
1321
$17.4M 0.01%
872,329
+112,044
1322
$17.3M 0.01%
483,356
-463,318
1323
$17.3M 0.01%
261,598
-273,213
1324
$17.2M 0.01%
1,395,649
-37,281
1325
$17.2M 0.01%
340,078
-51,962
51 52
53
54 55