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
1451
$14.8M 0.01%
952,529
+80,770
1452
$14.8M 0.01%
643,952
+150,026
1453
$14.8M 0.01%
1,326,619
+146,994
1454
$14.8M 0.01%
776,993
+65,373
1455
$14.7M 0.01%
404,475
+133,196
1456
$14.7M 0.01%
525,740
+21,835
1457
$14.7M 0.01%
563,032
+232,358
1458
$14.7M 0.01%
1,053,150
+58,870
1459
$14.6M 0.01%
474,976
-267,790
1460
$14.6M 0.01%
611,370
+374,351
1461
$14.6M 0.01%
667,227
+311,374
1462
$14.6M 0.01%
634,792
+623,522
1463
$14.6M 0.01%
261,204
-38,274
1464
$14.6M 0.01%
455,144
+4,784
1465
$14.5M 0.01%
+2,743,072
1466
$14.5M 0.01%
352,142
+76,749
1467
$14.5M 0.01%
755,937
+34,513
1468
$14.5M 0.01%
237,479
-6,732
1469
$14.5M 0.01%
579,095
+366,362
1470
$14.5M 0.01%
286,774
+110,899
1471
$14.5M 0.01%
512,685
-1,825
1472
$14.5M 0.01%
230,587
+75,159
1473
$14.4M 0.01%
477,541
+28,160
1474
$14.4M 0.01%
575,789
+116,387
1475
$14.4M 0.01%
2,854,178
-830,954
57 58
59
60 61