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
3076
$2.19M ﹤0.01%
60,495
-29,686
3077
$2.19M ﹤0.01%
85,495
+46,310
3078
$2.18M ﹤0.01%
82,263
-10,679
3079
$2.18M ﹤0.01%
50,417
+11,299
3080
$2.17M ﹤0.01%
208,406
+3,714
3081
$2.17M ﹤0.01%
51,785
+46,547
3082
$2.17M ﹤0.01%
134,048
+6,942
3083
$2.17M ﹤0.01%
97,824
+14,978
3084
$2.17M ﹤0.01%
356,339
-52,521
3085
$2.17M ﹤0.01%
114,804
+88,321
3086
$2.17M ﹤0.01%
260,458
-35,425
3087
$2.16M ﹤0.01%
24,486
-5,016
3088
$2.16M ﹤0.01%
591
+310
3089
$2.16M ﹤0.01%
147,813
+30,618
3090
$2.16M ﹤0.01%
52,859
+22,771
3091
$2.15M ﹤0.01%
263,947
-68,366
3092
$2.15M ﹤0.01%
24,897
+4,034
3093
$2.15M ﹤0.01%
88,255
-424,399
3094
$2.14M ﹤0.01%
96,118
+31,876
3095
$2.13M ﹤0.01%
182,071
+67,354
3096
$2.13M ﹤0.01%
82,908
+11,293
3097
$2.13M ﹤0.01%
109,827
-109,057
3098
$2.13M ﹤0.01%
5,457
-5,073
3099
$2.13M ﹤0.01%
67,307
+37,058
3100
$2.13M ﹤0.01%
38,014
-7,650
122 123
124
125 126