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
1426
$15.4M 0.01%
352,215
-123,629
1427
$15.4M 0.01%
216,469
+7,077
1428
$15.4M 0.01%
1,326,826
+466,541
1429
$15.4M 0.01%
1,286,827
+71,711
1430
$15.4M 0.01%
797,233
+286,492
1431
$15.3M 0.01%
138,027
+71,539
1432
$15.3M 0.01%
69,679
+34,160
1433
$15.3M 0.01%
211,301
+2,980
1434
$15.3M 0.01%
1,213,605
-97,028
1435
$15.3M 0.01%
629,510
+179,911
1436
$15.3M 0.01%
335,454
-40,008
1437
$15.3M 0.01%
60,907
-44,796
1438
$15.2M 0.01%
142,478
-94,028
1439
$15.1M 0.01%
3,512,617
+50,658
1440
$15.1M 0.01%
831,690
+130,298
1441
$15.1M 0.01%
305,419
+35,900
1442
$15.1M 0.01%
269,327
-419
1443
$15M 0.01%
265,358
+58,151
1444
$15M 0.01%
572,206
-257,751
1445
$15M 0.01%
187,973
-128,407
1446
$15M 0.01%
310,278
+6,381
1447
$15M 0.01%
751,610
-28,190
1448
$14.9M 0.01%
760,502
+154,829
1449
$14.8M 0.01%
40,056
-12,710
1450
$14.8M 0.01%
363,426
+213,036
56 57
58
59 60