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
2976
$2.52M ﹤0.01%
177,203
+627
2977
$2.52M ﹤0.01%
295,608
+211,910
2978
$2.51M ﹤0.01%
23,542
-3,072
2979
$2.51M ﹤0.01%
72,735
-9,088
2980
$2.5M ﹤0.01%
274,894
-620,614
2981
$2.5M ﹤0.01%
288,988
-99,703
2982
$2.5M ﹤0.01%
135,435
+2,428
2983
$2.5M ﹤0.01%
198,696
+4,919
2984
$2.49M ﹤0.01%
55,444
-65,683
2985
$2.49M ﹤0.01%
101,534
-90,780
2986
$2.49M ﹤0.01%
226,040
+42,039
2987
$2.48M ﹤0.01%
63,789
+3,183
2988
$2.48M ﹤0.01%
76,622
-45,994
2989
$2.48M ﹤0.01%
138,497
+89,599
2990
$2.48M ﹤0.01%
42,243
-98,723
2991
$2.48M ﹤0.01%
+125,538
2992
$2.47M ﹤0.01%
57,903
+8,715
2993
$2.47M ﹤0.01%
22,516
-38,199
2994
$2.47M ﹤0.01%
92,292
-79,841
2995
$2.47M ﹤0.01%
126,724
+19,208
2996
$2.47M ﹤0.01%
218,770
-78,024
2997
$2.47M ﹤0.01%
191,301
+18,318
2998
$2.46M ﹤0.01%
13,047
-8,738
2999
$2.46M ﹤0.01%
90,500
+9,100
3000
$2.45M ﹤0.01%
31,526
-7,512
118 119
120
121 122