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
2951
$2.59M ﹤0.01%
43,116
-1,053
2952
$2.59M ﹤0.01%
51,992
-50,373
2953
$2.59M ﹤0.01%
283,719
+6,171
2954
$2.59M ﹤0.01%
67,823
-68,680
2955
$2.59M ﹤0.01%
206,476
+21,237
2956
$2.58M ﹤0.01%
25,227
-8,810
2957
$2.57M ﹤0.01%
154,558
-304,526
2958
$2.57M ﹤0.01%
45,168
+5,738
2959
$2.57M ﹤0.01%
193,929
-1,032
2960
$2.57M ﹤0.01%
87,999
-4,687
2961
$2.57M ﹤0.01%
251,264
-656,143
2962
$2.56M ﹤0.01%
413,905
+41,786
2963
$2.56M ﹤0.01%
54,004
+22,253
2964
$2.56M ﹤0.01%
109,064
-107,689
2965
$2.55M ﹤0.01%
929
-228
2966
$2.55M ﹤0.01%
77,281
-15,386
2967
$2.55M ﹤0.01%
50,950
-104,007
2968
$2.55M ﹤0.01%
105,943
-217,897
2969
$2.54M ﹤0.01%
+319,843
2970
$2.54M ﹤0.01%
94,504
+16,256
2971
$2.54M ﹤0.01%
78,440
-15,933
2972
$2.54M ﹤0.01%
118,714
+104,934
2973
$2.53M ﹤0.01%
54,250
-35,256
2974
$2.53M ﹤0.01%
254,116
-432,968
2975
$2.53M ﹤0.01%
162,717
-119,848
117 118
119
120 121