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
3026
$2.37M ﹤0.01%
381,086
+21,243
3027
$2.37M ﹤0.01%
77,349
-66,499
3028
$2.36M ﹤0.01%
112,960
+14,752
3029
$2.36M ﹤0.01%
92,817
+32,752
3030
$2.36M ﹤0.01%
76,702
-23,798
3031
$2.35M ﹤0.01%
40,940
+23,060
3032
$2.35M ﹤0.01%
95,529
+5,758
3033
$2.35M ﹤0.01%
42,533
-95,552
3034
$2.35M ﹤0.01%
1,407,923
+77
3035
$2.35M ﹤0.01%
37,228
+11,865
3036
$2.34M ﹤0.01%
37,717
+6,255
3037
$2.34M ﹤0.01%
240,603
-23,299
3038
$2.34M ﹤0.01%
140,205
-140,906
3039
$2.34M ﹤0.01%
69,888
-16,984
3040
$2.34M ﹤0.01%
200,299
+94,497
3041
$2.33M ﹤0.01%
39,636
+16,242
3042
$2.32M ﹤0.01%
206,628
+70,376
3043
$2.31M ﹤0.01%
81,512
-19,323
3044
$2.31M ﹤0.01%
74,993
+36,565
3045
$2.31M ﹤0.01%
378,794
+267,921
3046
$2.31M ﹤0.01%
47,126
-1,897
3047
$2.29M ﹤0.01%
83,338
-319,322
3048
$2.29M ﹤0.01%
95,832
+18,540
3049
$2.29M ﹤0.01%
177,009
+10,289
3050
$2.29M ﹤0.01%
292,561
-137,839
120 121
122
123 124