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
1526
$13.4M 0.01%
1,338,735
+860,452
1527
$13.4M 0.01%
167,707
+15,162
1528
$13.3M 0.01%
873,632
-714,473
1529
$13.3M 0.01%
345,508
-27,636
1530
$13.3M 0.01%
139,325
+3,964
1531
$13.3M 0.01%
432,288
+52,393
1532
$13.2M 0.01%
1,070,084
+60,109
1533
$13.2M 0.01%
326,641
-170,603
1534
$13.2M 0.01%
1,263,322
+1,251,901
1535
$13.2M 0.01%
809,921
+174,056
1536
$13.2M 0.01%
3,350,754
+321,434
1537
$13.2M 0.01%
406,224
+57,656
1538
$13.2M 0.01%
466,000
1539
$13.1M 0.01%
843,225
+84,827
1540
$13.1M 0.01%
143,218
+14,877
1541
$13.1M 0.01%
146,208
-69,599
1542
$13.1M 0.01%
347,613
+276,684
1543
$13.1M 0.01%
356,469
+61,281
1544
$13M 0.01%
687,080
+22,719
1545
$13M 0.01%
685,814
-1,457,455
1546
$13M 0.01%
1,238,028
-13,908
1547
$13M 0.01%
2,846,361
+2,123,140
1548
$13M 0.01%
616,150
-5,879
1549
$12.9M 0.01%
234,158
-135,456
1550
$12.9M 0.01%
253,419
+46,025
60 61
62
63 64