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
2476
$4.5M ﹤0.01%
291,138
+17,237
2477
$4.5M ﹤0.01%
363,040
-57,624
2478
$4.49M ﹤0.01%
22,628
+15,646
2479
$4.49M ﹤0.01%
268,966
-72,728
2480
$4.49M ﹤0.01%
86,924
+9,199
2481
$4.49M ﹤0.01%
281,615
-890,852
2482
$4.49M ﹤0.01%
86,655
-15,647
2483
$4.49M ﹤0.01%
150,537
-214,875
2484
$4.48M ﹤0.01%
708,378
-122,176
2485
$4.48M ﹤0.01%
76,175
-64,671
2486
$4.46M ﹤0.01%
383,236
-21,195
2487
$4.46M ﹤0.01%
272,857
+16,083
2488
$4.46M ﹤0.01%
74,593
-28,127
2489
$4.46M ﹤0.01%
145,264
+65,544
2490
$4.45M ﹤0.01%
162,320
+18,993
2491
$4.45M ﹤0.01%
558,473
-47,763
2492
$4.45M ﹤0.01%
144,858
-89,996
2493
$4.45M ﹤0.01%
368,285
+39,380
2494
$4.44M ﹤0.01%
284,627
+36,398
2495
$4.44M ﹤0.01%
101,872
+22,201
2496
$4.44M ﹤0.01%
298,423
-66,338
2497
$4.44M ﹤0.01%
225,466
+7,012
2498
$4.44M ﹤0.01%
218,215
-11,012
2499
$4.43M ﹤0.01%
78,810
-922
2500
$4.43M ﹤0.01%
353,372
+69,921
98 99
100
101 102