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
1801
$9.47M ﹤0.01%
317,972
+155,259
1802
$9.47M ﹤0.01%
565,498
-88,586
1803
$9.47M ﹤0.01%
411,254
+5,827
1804
$9.46M ﹤0.01%
636,230
+17,423
1805
$9.46M ﹤0.01%
896,595
-422,495
1806
$9.45M ﹤0.01%
81,315
-78,932
1807
$9.45M ﹤0.01%
177,104
+44,376
1808
$9.44M ﹤0.01%
424,477
-109,967
1809
$9.43M ﹤0.01%
1,775,330
-116,052
1810
$9.41M ﹤0.01%
98,886
-2,164
1811
$9.37M ﹤0.01%
293,339
+90,855
1812
$9.36M ﹤0.01%
661,501
+341,725
1813
$9.35M ﹤0.01%
562,968
-105,754
1814
$9.35M ﹤0.01%
721,557
+175,003
1815
$9.34M ﹤0.01%
317,279
-148,708
1816
$9.33M ﹤0.01%
302,154
+15,030
1817
$9.32M ﹤0.01%
333,046
+48,242
1818
$9.31M ﹤0.01%
251,807
+136,511
1819
$9.3M ﹤0.01%
1,030,103
+119,246
1820
$9.24M ﹤0.01%
138,624
+15,150
1821
$9.24M ﹤0.01%
405,479
+2,743
1822
$9.24M ﹤0.01%
409,552
+388,684
1823
$9.22M ﹤0.01%
231,028
+143,662
1824
$9.21M ﹤0.01%
180,908
-13,405
1825
$9.2M ﹤0.01%
8,126
-483