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
1876
$8.68M ﹤0.01%
561,440
+235,635
1877
$8.68M ﹤0.01%
595,123
-650,003
1878
$8.67M ﹤0.01%
694,329
+135,729
1879
$8.66M ﹤0.01%
596,579
-23,047
1880
$8.66M ﹤0.01%
736,274
-34,318
1881
$8.65M ﹤0.01%
514,160
-139,444
1882
$8.64M ﹤0.01%
144,067
+7,026
1883
$8.63M ﹤0.01%
533,520
-62,860
1884
$8.61M ﹤0.01%
282,139
+49,345
1885
$8.58M ﹤0.01%
622,731
-49,478
1886
$8.56M ﹤0.01%
119,517
-162,693
1887
$8.56M ﹤0.01%
2,509,226
-840,358
1888
$8.55M ﹤0.01%
398,718
-297,032
1889
$8.51M ﹤0.01%
197,069
+167,105
1890
$8.48M ﹤0.01%
96,898
+8,138
1891
$8.46M ﹤0.01%
661,248
-204,580
1892
$8.46M ﹤0.01%
380,487
+19,213
1893
$8.46M ﹤0.01%
374,140
-918,136
1894
$8.44M ﹤0.01%
336,013
+150,656
1895
$8.43M ﹤0.01%
698,819
+15,576
1896
$8.42M ﹤0.01%
192,195
-34,318
1897
$8.39M ﹤0.01%
451,789
+39,767
1898
$8.38M ﹤0.01%
401,361
+56,172
1899
$8.36M ﹤0.01%
486,096
+58,624
1900
$8.36M ﹤0.01%
465,504
+37,795
74 75
76
77 78