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
1376
$16.3M 0.01%
1,133,481
+19,651
1377
$16.3M 0.01%
593,832
+316,036
1378
$16.3M 0.01%
446,352
-64,237
1379
$16.3M 0.01%
3,423,415
+575,161
1380
$16.2M 0.01%
360,190
+212,451
1381
$16.2M 0.01%
416,321
+182,581
1382
$16.2M 0.01%
460,519
+66,431
1383
$16.1M 0.01%
812,699
+197,005
1384
$16.1M 0.01%
1,312,598
+206,450
1385
$16.1M 0.01%
1,129,209
-304,709
1386
$16.1M 0.01%
1,213,740
+156,839
1387
$16.1M 0.01%
664,973
+350,564
1388
$16.1M 0.01%
859,444
+672,941
1389
$16.1M 0.01%
1,514,974
-92,793
1390
$16.1M 0.01%
522,176
+182,263
1391
$16.1M 0.01%
1,004,417
-238,505
1392
$16.1M 0.01%
187,796
-13,690
1393
$16.1M 0.01%
437,259
+79,091
1394
$16.1M 0.01%
2,684,257
+593,231
1395
$16.1M 0.01%
339,820
+266,087
1396
$16M 0.01%
355,148
-4,548
1397
$16M 0.01%
642,710
+146,938
1398
$16M 0.01%
3,825,789
-15,243
1399
$15.9M 0.01%
417,916
-35,384
1400
$15.9M 0.01%
230,933
+59,051
54 55
56
57 58