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
1651
$11.5M 0.01%
589,045
-95,753
1652
$11.5M 0.01%
887,521
-119,677
1653
$11.5M 0.01%
1,718,679
+125,815
1654
$11.5M 0.01%
1,475,966
-204,984
1655
$11.4M 0.01%
604,902
-61,950
1656
$11.4M 0.01%
742,243
-1,818,068
1657
$11.4M 0.01%
+504,537
1658
$11.4M 0.01%
463,287
-529,448
1659
$11.3M 0.01%
134,232
-71,483
1660
$11.3M 0.01%
355,870
-43,409
1661
$11.3M 0.01%
394,377
+223,187
1662
$11.3M 0.01%
301,631
+209,527
1663
$11.2M 0.01%
747,978
+11,113
1664
$11.2M 0.01%
525,508
-118,776
1665
$11.2M 0.01%
263,351
+83,420
1666
$11.2M 0.01%
435,699
+229,103
1667
$11.2M 0.01%
596,307
+29,236
1668
$11.1M 0.01%
148,140
-11,963
1669
$11.1M 0.01%
286,442
+68,622
1670
$11.1M 0.01%
21,790
-3,728
1671
$11.1M 0.01%
12,052
-134
1672
$11.1M 0.01%
98,936
-14,117
1673
$11.1M 0.01%
242,754
+185,866
1674
$11.1M 0.01%
497,233
+113,986
1675
$11.1M 0.01%
1,423,919
+115,006
65 66
67
68 69