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
2751
$3.32M ﹤0.01%
103,751
+17,713
2752
$3.32M ﹤0.01%
141,304
+50
2753
$3.31M ﹤0.01%
85,556
+61,920
2754
$3.31M ﹤0.01%
154,680
-7,779
2755
$3.31M ﹤0.01%
77,517
+4,014
2756
$3.3M ﹤0.01%
15,717
+1,065
2757
$3.3M ﹤0.01%
90,299
+19,451
2758
$3.3M ﹤0.01%
332,816
+123,423
2759
$3.29M ﹤0.01%
81,173
-138,467
2760
$3.29M ﹤0.01%
297,913
-15,106
2761
$3.28M ﹤0.01%
+238,660
2762
$3.28M ﹤0.01%
76,720
+36,169
2763
$3.27M ﹤0.01%
214,133
+79,109
2764
$3.27M ﹤0.01%
230,487
-108,777
2765
$3.27M ﹤0.01%
76,416
+37,206
2766
$3.27M ﹤0.01%
14,232
-1,625
2767
$3.26M ﹤0.01%
172,538
+10,198
2768
$3.26M ﹤0.01%
72,661
+31,710
2769
$3.26M ﹤0.01%
156,087
-64,065
2770
$3.25M ﹤0.01%
83,776
+72,884
2771
$3.25M ﹤0.01%
313,884
+147,618
2772
$3.25M ﹤0.01%
769,728
+692,612
2773
$3.25M ﹤0.01%
133,807
+77,988
2774
$3.25M ﹤0.01%
649,961
+140,093
2775
$3.25M ﹤0.01%
41,640
-21,676
109 110
111
112 113