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
3101
$2.13M ﹤0.01%
63,674
-71,311
3102
$2.12M ﹤0.01%
46,411
-8,669
3103
$2.12M ﹤0.01%
53,258
-1,286
3104
$2.12M ﹤0.01%
224,570
+175,223
3105
$2.11M ﹤0.01%
111,649
-159,672
3106
$2.11M ﹤0.01%
40,689
-21,982
3107
– –
0
3108
$2.1M ﹤0.01%
123,653
+30,320
3109
$2.09M ﹤0.01%
37,681
-8,813
3110
$2.09M ﹤0.01%
87,761
-43,054
3111
$2.08M ﹤0.01%
52,059
+9,520
3112
$2.08M ﹤0.01%
78,210
-42,884
3113
$2.08M ﹤0.01%
144,680
+115,713
3114
$2.08M ﹤0.01%
+4,026
3115
$2.08M ﹤0.01%
131,790
+13,435
3116
$2.07M ﹤0.01%
98,288
-20,363
3117
$2.07M ﹤0.01%
67,557
+2,302
3118
$2.07M ﹤0.01%
114,332
-50,569
3119
$2.07M ﹤0.01%
94,496
+28,440
3120
$2.06M ﹤0.01%
59,082
-8,836
3121
$2.06M ﹤0.01%
45,646
-5,776
3122
$2.06M ﹤0.01%
1,218,457
-4,178
3123
$2.06M ﹤0.01%
147,070
+45,687
3124
$2.06M ﹤0.01%
107,625
+24,837
3125
$2.06M ﹤0.01%
1,017,302
+902
123 124
125
126 127