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
1926
$8.14M ﹤0.01%
165,931
+38,545
1927
$8.14M ﹤0.01%
1,010,935
-1,134,839
1928
$8.14M ﹤0.01%
207,441
+46,105
1929
$8.13M ﹤0.01%
814,360
+344,144
1930
$8.12M ﹤0.01%
180,565
+10,843
1931
$8.11M ﹤0.01%
483,211
+136,315
1932
$8.11M ﹤0.01%
167,337
-1,107
1933
$8.1M ﹤0.01%
647,297
-3,021,993
1934
$8.07M ﹤0.01%
204,907
-8,879
1935
$8.06M ﹤0.01%
42,305
-5,952
1936
$8.06M ﹤0.01%
75,340
-59,554
1937
$8.05M ﹤0.01%
278,602
+82,458
1938
$8.04M ﹤0.01%
476,553
-64,647
1939
$8.03M ﹤0.01%
642,252
+123,807
1940
$8.03M ﹤0.01%
79,399
-32,987
1941
$8.03M ﹤0.01%
270
+4
1942
$8.01M ﹤0.01%
2,377,428
-5,818,645
1943
$8.01M ﹤0.01%
155,567
+2,910
1944
$8.01M ﹤0.01%
443,555
-67,924
1945
$8M ﹤0.01%
286,285
+72,469
1946
$7.99M ﹤0.01%
621,033
+29,620
1947
$7.99M ﹤0.01%
324,036
+187,101
1948
$7.99M ﹤0.01%
642,556
+76,360
1949
$7.97M ﹤0.01%
707,557
+433,567
1950
$7.96M ﹤0.01%
535,465
-979,643
76 77
78
79 80