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
2601
$3.95M ﹤0.01%
144,984
-8,822
2602
$3.94M ﹤0.01%
146,373
+50,574
2603
$3.94M ﹤0.01%
143,364
+20,638
2604
$3.93M ﹤0.01%
147,339
-130
2605
$3.92M ﹤0.01%
90,031
-17,413
2606
$3.92M ﹤0.01%
354,474
+16,062
2607
$3.92M ﹤0.01%
463,658
-169,478
2608
$3.92M ﹤0.01%
45,787
-12,394
2609
$3.92M ﹤0.01%
78,435
+5,357
2610
$3.91M ﹤0.01%
121,359
+57,787
2611
$3.9M ﹤0.01%
137,737
-23,081
2612
$3.9M ﹤0.01%
74,574
-185,020
2613
$3.9M ﹤0.01%
71,615
-101,762
2614
$3.9M ﹤0.01%
124,930
-147,775
2615
$3.89M ﹤0.01%
153,268
+129,073
2616
$3.89M ﹤0.01%
169,101
-45,779
2617
$3.89M ﹤0.01%
627,701
+591,052
2618
$3.88M ﹤0.01%
215,505
-9,045
2619
$3.87M ﹤0.01%
549,510
+77,969
2620
$3.87M ﹤0.01%
163,803
+41,679
2621
$3.87M ﹤0.01%
889,265
-261,925
2622
$3.86M ﹤0.01%
169,828
-77,812
2623
$3.85M ﹤0.01%
134,501
-28,813
2624
$3.84M ﹤0.01%
49,095
-35,958
2625
$3.84M ﹤0.01%
174,560
+27,132
103 104
105
106 107