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
2626
$3.84M ﹤0.01%
30,368
-2,470
2627
$3.84M ﹤0.01%
392,333
+7,749
2628
$3.83M ﹤0.01%
142,857
-113,966
2629
$3.83M ﹤0.01%
181,663
-1,184,475
2630
$3.83M ﹤0.01%
71,961
-9,574
2631
$3.81M ﹤0.01%
266,252
-27,382
2632
$3.81M ﹤0.01%
120,011
+42,783
2633
$3.81M ﹤0.01%
707
+72
2634
$3.8M ﹤0.01%
227,069
-46,969
2635
$3.79M ﹤0.01%
177,297
+46,705
2636
$3.79M ﹤0.01%
190,402
+64,248
2637
$3.79M ﹤0.01%
139,392
-9,866
2638
$3.78M ﹤0.01%
81,415
-22,788
2639
$3.78M ﹤0.01%
75,234
-17,764
2640
$3.76M ﹤0.01%
107,280
+11,590
2641
$3.76M ﹤0.01%
140,628
+1,144
2642
$3.76M ﹤0.01%
128,604
-21,301
2643
$3.76M ﹤0.01%
210,935
+45,516
2644
$3.75M ﹤0.01%
42,708
+24,110
2645
$3.75M ﹤0.01%
50,014
-7,690
2646
$3.74M ﹤0.01%
139,394
+126,246
2647
$3.74M ﹤0.01%
176,184
-17,816
2648
$3.74M ﹤0.01%
78,436
+3,912
2649
$3.74M ﹤0.01%
211,149
+41,777
2650
$3.74M ﹤0.01%
91,242
-35,542
104 105
106
107 108