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
2576
$4.06M ﹤0.01%
1,969,376
-10,205,764
2577
$4.05M ﹤0.01%
531,105
+13,520
2578
$4.05M ﹤0.01%
414,946
+88,384
2579
$4.04M ﹤0.01%
58,285
+31,407
2580
$4.04M ﹤0.01%
280,410
+124,920
2581
$4.04M ﹤0.01%
94,338
-40,234
2582
$4.04M ﹤0.01%
98,632
+3,178
2583
$4.03M ﹤0.01%
172,706
-12,758
2584
$4.03M ﹤0.01%
120,127
-70,769
2585
$4.03M ﹤0.01%
682,370
-469,820
2586
$4.02M ﹤0.01%
87,410
+41,083
2587
$4.02M ﹤0.01%
137,203
+3,183
2588
$4.02M ﹤0.01%
284,168
+31,491
2589
$4.01M ﹤0.01%
123,141
+8,294
2590
$4.01M ﹤0.01%
890,108
-28,758
2591
$4M ﹤0.01%
88,984
-2,936
2592
$4M ﹤0.01%
215,828
-50,780
2593
$3.98M ﹤0.01%
84,835
+30,536
2594
$3.98M ﹤0.01%
337,920
-293,290
2595
$3.98M ﹤0.01%
62,427
-21,381
2596
$3.97M ﹤0.01%
180,803
-121,603
2597
$3.97M ﹤0.01%
141,772
-103,781
2598
$3.96M ﹤0.01%
112,060
-494,551
2599
$3.96M ﹤0.01%
101,338
+1,875
2600
$3.95M ﹤0.01%
68,343
-16,838
102 103
104
105 106