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
2701
$3.52M ﹤0.01%
+232,120
2702
$3.52M ﹤0.01%
202,846
-74,917
2703
$3.51M ﹤0.01%
97,848
+40,052
2704
$3.5M ﹤0.01%
305,978
-24,953
2705
$3.5M ﹤0.01%
138,933
+17,418
2706
$3.5M ﹤0.01%
854
+114
2707
$3.5M ﹤0.01%
81,867
+24,849
2708
$3.5M ﹤0.01%
486,865
+157,511
2709
$3.49M ﹤0.01%
104,261
-576,849
2710
$3.49M ﹤0.01%
47,792
+18,265
2711
$3.48M ﹤0.01%
72,018
+5,463
2712
$3.48M ﹤0.01%
155,324
+1,642
2713
$3.47M ﹤0.01%
199,631
-77,570
2714
$3.46M ﹤0.01%
599,835
-12,645
2715
$3.46M ﹤0.01%
37,797
-749
2716
$3.46M ﹤0.01%
70,454
-7,204
2717
$3.45M ﹤0.01%
130,746
+73,114
2718
$3.44M ﹤0.01%
283,205
+159,114
2719
$3.44M ﹤0.01%
155,154
+142,767
2720
$3.44M ﹤0.01%
140,061
-16,699
2721
$3.43M ﹤0.01%
115,408
-51,352
2722
$3.43M ﹤0.01%
137,656
-83,042
2723
$3.42M ﹤0.01%
46,697
+40,017
2724
$3.41M ﹤0.01%
201,935
-6,557
2725
$3.41M ﹤0.01%
76,043
-151,033
107 108
109
110 111