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
2801
$3.15M ﹤0.01%
44,572
-9,082
2802
$3.15M ﹤0.01%
65,791
-83,258
2803
$3.15M ﹤0.01%
153,228
+12,888
2804
$3.15M ﹤0.01%
244,564
+55,632
2805
$3.15M ﹤0.01%
19
+11
2806
$3.14M ﹤0.01%
151,995
-32,398
2807
$3.12M ﹤0.01%
432,348
-157,794
2808
$3.12M ﹤0.01%
171,806
-168,073
2809
$3.12M ﹤0.01%
578,083
+131,647
2810
$3.12M ﹤0.01%
+857
2811
$3.11M ﹤0.01%
146,970
+1,008
2812
$3.1M ﹤0.01%
184,615
+25,487
2813
$3.1M ﹤0.01%
130,497
+3,095
2814
$3.09M ﹤0.01%
60,123
-6,054
2815
$3.08M ﹤0.01%
206,918
-92,216
2816
$3.08M ﹤0.01%
263,364
+10,019
2817
$3.08M ﹤0.01%
149,828
-65,391
2818
$3.08M ﹤0.01%
205,539
-113,670
2819
$3.08M ﹤0.01%
39,307
-2,013
2820
$3.07M ﹤0.01%
37,604
-88,124
2821
$3.07M ﹤0.01%
163,102
+80,913
2822
$3.06M ﹤0.01%
300,330
-111,987
2823
$3.06M ﹤0.01%
5,387
-1,210
2824
$3.05M ﹤0.01%
72,818
-19,404
2825
$3.05M ﹤0.01%
32,822
+14,515
111 112
113
114 115