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
1751
$10M ﹤0.01%
417,533
+23,699
1752
$10M ﹤0.01%
786,065
+125,030
1753
$9.99M ﹤0.01%
255,693
-114,695
1754
$9.98M ﹤0.01%
179,651
-835
1755
$9.98M ﹤0.01%
220,799
+13,240
1756
$9.97M ﹤0.01%
148,851
+102,379
1757
$9.95M ﹤0.01%
482,922
-118,127
1758
$9.94M ﹤0.01%
838,559
+558,155
1759
$9.94M ﹤0.01%
116,738
-465
1760
$9.93M ﹤0.01%
122,167
+3,733
1761
$9.92M ﹤0.01%
309,076
+38,056
1762
$9.92M ﹤0.01%
158,388
+39,090
1763
$9.91M ﹤0.01%
245,378
+126,601
1764
$9.9M ﹤0.01%
261,010
+141,077
1765
$9.89M ﹤0.01%
163,167
-78,220
1766
$9.88M ﹤0.01%
493,232
+22,000
1767
$9.87M ﹤0.01%
261,844
-341,062
1768
$9.87M ﹤0.01%
202,689
-27,198
1769
$9.87M ﹤0.01%
225,139
-144,216
1770
$9.86M ﹤0.01%
147,306
-237,665
1771
$9.85M ﹤0.01%
199,515
-178,244
1772
$9.84M ﹤0.01%
288,372
-40,615
1773
$9.83M ﹤0.01%
94,171
-67,150
1774
$9.81M ﹤0.01%
460,326
-19,009
1775
$9.81M ﹤0.01%
750,572
+45,851