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
2776
$3.24M ﹤0.01%
386,308
-268,936
2777
$3.24M ﹤0.01%
11,242
-9,866
2778
$3.23M ﹤0.01%
134,584
-128,485
2779
$3.23M ﹤0.01%
359,195
+20,360
2780
$3.23M ﹤0.01%
199,246
+56,106
2781
$3.23M ﹤0.01%
234,912
+117,856
2782
$3.23M ﹤0.01%
+181,913
2783
$3.23M ﹤0.01%
87,143
-327,732
2784
$3.23M ﹤0.01%
142,937
-18,434
2785
$3.2M ﹤0.01%
45,579
-218,001
2786
$3.2M ﹤0.01%
375,845
+259,598
2787
$3.19M ﹤0.01%
117,920
-14,037
2788
$3.19M ﹤0.01%
172,114
+13,186
2789
$3.19M ﹤0.01%
55,571
+32,095
2790
$3.19M ﹤0.01%
267,153
+16,094
2791
$3.19M ﹤0.01%
516,407
-119,991
2792
$3.18M ﹤0.01%
244,121
+77,209
2793
$3.18M ﹤0.01%
165,976
+9,931
2794
$3.18M ﹤0.01%
111,130
+16,031
2795
$3.18M ﹤0.01%
115,058
-8,660
2796
$3.17M ﹤0.01%
16,197
+2,345
2797
$3.17M ﹤0.01%
131,067
+11,369
2798
$3.17M ﹤0.01%
119,744
-243,427
2799
$3.16M ﹤0.01%
59,843
+44,465
2800
$3.16M ﹤0.01%
+98,304
110 111
112
113 114