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
2726
$3.41M ﹤0.01%
98,065
-53,328
2727
$3.41M ﹤0.01%
153,732
+12,762
2728
$3.41M ﹤0.01%
215,327
+39,499
2729
$3.4M ﹤0.01%
194,209
+30,857
2730
$3.4M ﹤0.01%
95,492
+51,351
2731
$3.4M ﹤0.01%
94,385
+36,470
2732
$3.4M ﹤0.01%
310,583
-159,494
2733
$3.39M ﹤0.01%
35,627
+179
2734
$3.39M ﹤0.01%
476,292
-45,251
2735
$3.38M ﹤0.01%
189,919
-20,158
2736
$3.38M ﹤0.01%
687,700
+81,450
2737
$3.38M ﹤0.01%
136,682
-8,744
2738
$3.38M ﹤0.01%
121,690
+32,853
2739
$3.38M ﹤0.01%
105,759
-993,018
2740
$3.37M ﹤0.01%
475,815
+11,839
2741
$3.37M ﹤0.01%
173,010
+69,300
2742
$3.36M ﹤0.01%
82,082
+42,166
2743
$3.36M ﹤0.01%
281,375
-149,168
2744
$3.36M ﹤0.01%
59,906
-5,409
2745
$3.35M ﹤0.01%
73,148
-6,756
2746
$3.35M ﹤0.01%
333,932
+2,689
2747
$3.34M ﹤0.01%
102,901
+35,525
2748
$3.33M ﹤0.01%
221,385
2749
$3.32M ﹤0.01%
251,388
+83,115
2750
$3.32M ﹤0.01%
26,926
+779
108 109
110
111 112