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
1476
$14.4M 0.01%
412,371
+150,116
1477
$14.4M 0.01%
789,633
-581,457
1478
$14.4M 0.01%
1,369,443
-86,142
1479
$14.3M 0.01%
181,185
+5,833
1480
$14.2M 0.01%
246,674
+21,983
1481
$14.2M 0.01%
448,485
-26,076
1482
$14.2M 0.01%
426,585
+45,748
1483
$14.2M 0.01%
329,899
-315,683
1484
$14.2M 0.01%
439,372
+119,559
1485
$14.2M 0.01%
852,014
-1,138,548
1486
$14.2M 0.01%
1,419,433
-118,452
1487
$14.2M 0.01%
311,800
-20,429
1488
$14.1M 0.01%
660,750
+407,114
1489
$14.1M 0.01%
102,937
+6,283
1490
$14.1M 0.01%
449,868
+60,234
1491
$14.1M 0.01%
298,036
-97,301
1492
$14.1M 0.01%
326,715
+169,205
1493
$14M 0.01%
423,773
+8,235
1494
$14M 0.01%
+257,000
1495
$14M 0.01%
429,658
+66,659
1496
$14M 0.01%
268,855
+2,347
1497
$14M 0.01%
708,098
+520,748
1498
$13.9M 0.01%
232,444
-316,859
1499
$13.9M 0.01%
296,052
-410
1500
$13.9M 0.01%
294,486
-312,530
58 59
60
61 62