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
1776
$9.78M ﹤0.01%
844,273
+439
1777
$9.78M ﹤0.01%
234,654
-132,297
1778
$9.74M ﹤0.01%
91,367
-70,372
1779
$9.72M ﹤0.01%
347,276
+45,097
1780
$9.69M ﹤0.01%
210,484
+28,955
1781
$9.68M ﹤0.01%
116,184
+24,042
1782
$9.66M ﹤0.01%
1,649,263
+394,527
1783
$9.66M ﹤0.01%
279,551
+169,772
1784
$9.65M ﹤0.01%
182,983
-49,591
1785
$9.63M ﹤0.01%
530,073
+20,504
1786
$9.63M ﹤0.01%
251,453
-1,839,316
1787
$9.62M ﹤0.01%
352,162
+1,341
1788
$9.62M ﹤0.01%
623,574
-116,164
1789
$9.62M ﹤0.01%
311,271
-191,491
1790
$9.6M ﹤0.01%
613,764
-6,963
1791
$9.59M ﹤0.01%
125,474
+22,128
1792
$9.58M ﹤0.01%
654,554
+196,577
1793
$9.56M ﹤0.01%
390,888
+40,935
1794
$9.55M ﹤0.01%
414,552
+318,145
1795
$9.54M ﹤0.01%
222,290
-30,682
1796
$9.53M ﹤0.01%
425,460
-32,176
1797
$9.53M ﹤0.01%
284,280
-24,285
1798
$9.52M ﹤0.01%
39,652
+7,010
1799
$9.5M ﹤0.01%
372,214
-48,727
1800
$9.5M ﹤0.01%
563,934
+94,425