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
1701
$10.7M 0.01%
1,133,098
+49,555
1702
$10.7M 0.01%
447,076
+108,284
1703
$10.7M 0.01%
1,315,002
-62,139
1704
$10.7M 0.01%
+404,476
1705
$10.7M 0.01%
251,064
-29,313
1706
$10.7M 0.01%
488,275
+187,904
1707
$10.7M 0.01%
449,329
+6,302
1708
$10.7M 0.01%
1,566,400
-25,423
1709
$10.7M 0.01%
1,027,211
+577,880
1710
$10.6M 0.01%
453,375
+434,996
1711
$10.6M 0.01%
178,606
-147,014
1712
$10.6M 0.01%
267,802
+25,430
1713
$10.6M 0.01%
3,384,058
+1,014,921
1714
$10.6M 0.01%
+1,053,944
1715
$10.6M 0.01%
285,304
+38,498
1716
$10.6M 0.01%
441,212
+190,893
1717
$10.6M 0.01%
155,703
-93,398
1718
$10.6M 0.01%
355,574
+29,663
1719
$10.5M 0.01%
1,736,962
+1,564,165
1720
$10.5M 0.01%
323,962
-154,054
1721
$10.5M 0.01%
210,079
-226,057
1722
$10.5M ﹤0.01%
373,550
+166,160
1723
$10.4M ﹤0.01%
357,998
+39,638
1724
$10.4M ﹤0.01%
554,564
-65,850
1725
$10.4M ﹤0.01%
459,871
-114,312
67 68
69
70 71