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
1326
$17.2M 0.01%
491,508
-15,565
1327
$17.2M 0.01%
1,228,656
-350,960
1328
$17.2M 0.01%
855,557
+235,888
1329
$17.2M 0.01%
373,478
+279,684
1330
$17.2M 0.01%
212,432
-9,275
1331
$17.1M 0.01%
1,671,391
-1,499,598
1332
$17.1M 0.01%
776,625
+474,713
1333
$17.1M 0.01%
1,940,292
+717,424
1334
$17.1M 0.01%
569,068
+16,582
1335
$17.1M 0.01%
912,550
+38,483
1336
$17M 0.01%
2,336,996
+1,316,501
1337
$17M 0.01%
544,135
+480,902
1338
$17M 0.01%
388,502
+65,779
1339
$17M 0.01%
375,193
+13,681
1340
$17M 0.01%
1,755,320
-667,668
1341
$16.9M 0.01%
694,639
+8,163
1342
$16.9M 0.01%
561,275
+50,794
1343
$16.9M 0.01%
1,808,918
+23,997
1344
$16.9M 0.01%
1,364,102
-32,565
1345
$16.9M 0.01%
591,305
-292,528
1346
$16.9M 0.01%
262,641
-59,178
1347
$16.9M 0.01%
492,350
+56,393
1348
$16.8M 0.01%
153,123
+12,302
1349
$16.7M 0.01%
649,253
+173,543
1350
$16.7M 0.01%
781,450
+289,628
52 53
54
55 56