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
2851
$2.95M ﹤0.01%
234,930
+64,023
2852
$2.95M ﹤0.01%
19,991
-17,173
2853
$2.94M ﹤0.01%
59,573
+777
2854
$2.94M ﹤0.01%
396,851
-35,910
2855
$2.94M ﹤0.01%
271,641
+69,498
2856
$2.94M ﹤0.01%
241,832
+16,079
2857
$2.94M ﹤0.01%
354,627
+150,518
2858
$2.93M ﹤0.01%
115,210
+27,588
2859
$2.93M ﹤0.01%
85,080
+964
2860
$2.91M ﹤0.01%
151,156
+512
2861
$2.91M ﹤0.01%
38,647
+6,425
2862
$2.9M ﹤0.01%
44,511
-132,328
2863
$2.9M ﹤0.01%
100,190
+29,175
2864
$2.9M ﹤0.01%
189,523
-150,985
2865
$2.9M ﹤0.01%
242,326
-32,668
2866
$2.9M ﹤0.01%
+136,946
2867
$2.89M ﹤0.01%
419,628
+223,239
2868
$2.89M ﹤0.01%
101,585
-3,474
2869
$2.89M ﹤0.01%
255,004
+37,316
2870
$2.89M ﹤0.01%
133,130
+60,135
2871
$2.88M ﹤0.01%
121,605
-4,639
2872
$2.88M ﹤0.01%
110,580
+32,332
2873
$2.88M ﹤0.01%
226,756
+2,843
2874
$2.88M ﹤0.01%
145,847
+100,800
2875
$2.87M ﹤0.01%
92,582
-1,092
113 114
115
116 117