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
1601
$12.2M 0.01%
219,162
-26,497
1602
$12.1M 0.01%
541,271
+10,698
1603
$12.1M 0.01%
2,033,723
+19,980
1604
$12.1M 0.01%
1,097,670
+111,177
1605
$12.1M 0.01%
510,538
+134,224
1606
$12.1M 0.01%
672,081
-55,886
1607
$12.1M 0.01%
556,351
+324,570
1608
$12.1M 0.01%
922,330
-194,830
1609
$12.1M 0.01%
699,415
+91,169
1610
$12M 0.01%
433,529
-14,500
1611
$12M 0.01%
290,883
+89,809
1612
$12M 0.01%
176,605
-90,098
1613
$12M 0.01%
396,715
-39,091
1614
$12M 0.01%
1,118,823
-285,888
1615
$12M 0.01%
346,439
-112,582
1616
$12M 0.01%
238,481
-851,324
1617
$11.9M 0.01%
1,308,225
+218,668
1618
$11.9M 0.01%
1,276,770
+690,311
1619
$11.9M 0.01%
188,156
+97,775
1620
$11.9M 0.01%
12,337
+3,411
1621
$11.9M 0.01%
378,676
+305,775
1622
$11.9M 0.01%
314,910
-229,163
1623
$11.9M 0.01%
804,869
-144,356
1624
$11.9M 0.01%
28,243
-6,180
1625
$11.8M 0.01%
239,718
+225,508
63 64
65
66 67