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
1551
$12.9M 0.01%
375,102
+20,503
1552
$12.8M 0.01%
1,520,374
+67,387
1553
$12.8M 0.01%
452,925
-153,323
1554
$12.8M 0.01%
81,612
-6,647
1555
$12.8M 0.01%
465,020
-807,854
1556
$12.8M 0.01%
388,464
-7,827
1557
$12.8M 0.01%
1,012,031
+101,118
1558
$12.8M 0.01%
975,593
-22,119
1559
$12.8M 0.01%
1,180,070
+92,591
1560
$12.7M 0.01%
179,631
+3,701
1561
$12.7M 0.01%
900,522
-61,266
1562
$12.7M 0.01%
540,478
-74,152
1563
$12.7M 0.01%
297,418
+142,500
1564
$12.7M 0.01%
+379,241
1565
$12.7M 0.01%
1,009,617
-35,005
1566
$12.7M 0.01%
680,432
+349,283
1567
$12.6M 0.01%
506,448
-95,746
1568
$12.6M 0.01%
+872,069
1569
$12.6M 0.01%
+933,484
1570
$12.6M 0.01%
539,468
+49,791
1571
$12.6M 0.01%
1,551,811
+469,496
1572
$12.6M 0.01%
102,327
+11,331
1573
$12.6M 0.01%
234,598
+169,591
1574
$12.6M 0.01%
1,168,985
+161,709
1575
$12.5M 0.01%
7,973,095
-1,724,641
61 62
63
64 65