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
2551
$4.18M ﹤0.01%
553,551
-93,278
2552
$4.18M ﹤0.01%
290,835
+87,302
2553
$4.18M ﹤0.01%
210,319
+8,937
2554
$4.17M ﹤0.01%
126,213
-6,006
2555
$4.17M ﹤0.01%
1,561,180
+655,374
2556
$4.15M ﹤0.01%
46,977
+5,495
2557
$4.15M ﹤0.01%
177,527
-63,039
2558
$4.15M ﹤0.01%
172,698
-40,149
2559
$4.14M ﹤0.01%
179,344
+45,593
2560
$4.14M ﹤0.01%
168,080
+11,546
2561
$4.14M ﹤0.01%
434,052
-11,931
2562
$4.13M ﹤0.01%
88,680
-3,152
2563
$4.13M ﹤0.01%
667,352
-48,912
2564
$4.12M ﹤0.01%
217,530
+9,125
2565
$4.12M ﹤0.01%
44,724
-600
2566
$4.1M ﹤0.01%
171,711
+129,812
2567
$4.1M ﹤0.01%
289,555
+9,833
2568
$4.1M ﹤0.01%
+235,849
2569
$4.1M ﹤0.01%
213,716
+72,675
2570
$4.09M ﹤0.01%
343,691
+13,859
2571
$4.09M ﹤0.01%
90,833
-18,933
2572
$4.08M ﹤0.01%
119,915
+95,581
2573
$4.08M ﹤0.01%
350,433
+35,085
2574
$4.07M ﹤0.01%
368,915
+13,240
2575
$4.07M ﹤0.01%
42,405
+11,152
101 102
103
104 105