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
2501
$4.42M ﹤0.01%
879,314
-146,918
2502
$4.42M ﹤0.01%
230,374
+64,191
2503
$4.42M ﹤0.01%
156,969
-29,193
2504
$4.41M ﹤0.01%
118,375
-211,721
2505
$4.4M ﹤0.01%
271,997
+261,903
2506
$4.4M ﹤0.01%
75,255
-1
2507
$4.39M ﹤0.01%
601,136
-680,909
2508
$4.39M ﹤0.01%
101,141
+1,062
2509
$4.39M ﹤0.01%
65,648
-33,196
2510
$4.39M ﹤0.01%
190,832
-8,909
2511
$4.38M ﹤0.01%
468,940
-84,434
2512
$4.38M ﹤0.01%
303,597
+22,696
2513
$4.37M ﹤0.01%
+323,079
2514
$4.37M ﹤0.01%
38,075
-7,621
2515
$4.37M ﹤0.01%
226,266
-87,531
2516
$4.36M ﹤0.01%
51,369
+43,750
2517
$4.35M ﹤0.01%
+153,243
2518
$4.35M ﹤0.01%
224,320
+22,141
2519
$4.35M ﹤0.01%
102,061
-103,376
2520
$4.34M ﹤0.01%
+202,322
2521
$4.34M ﹤0.01%
80,773
-68,186
2522
$4.33M ﹤0.01%
50,393
-2,958
2523
$4.33M ﹤0.01%
266,172
+18,535
2524
$4.33M ﹤0.01%
91,121
+20,983
2525
$4.33M ﹤0.01%
485,853
-3,261
99 100
101
102 103