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
3126
$2.05M ﹤0.01%
100,331
+70,601
3127
$2.05M ﹤0.01%
135,349
+96,477
3128
$2.05M ﹤0.01%
238,479
+3,326
3129
$2.05M ﹤0.01%
42,884
+7,326
3130
$2.05M ﹤0.01%
156,046
-149,934
3131
$2.04M ﹤0.01%
67,032
+13,502
3132
$2.04M ﹤0.01%
187,089
-3,897
3133
$2.04M ﹤0.01%
54,005
-4,145
3134
$2.04M ﹤0.01%
27,733
-2,617
3135
$2.04M ﹤0.01%
60,351
+14,006
3136
$2.04M ﹤0.01%
90,809
-898
3137
$2.03M ﹤0.01%
+11,324
3138
$2.03M ﹤0.01%
64,398
+4,532
3139
$2.03M ﹤0.01%
87,221
-128,761
3140
$2.02M ﹤0.01%
85,731
-77,844
3141
$2.02M ﹤0.01%
50,531
-27,671
3142
$2.01M ﹤0.01%
59,023
-3,496
3143
$2.01M ﹤0.01%
141,439
+12,981
3144
$2.01M ﹤0.01%
52,816
-25,144
3145
$2.01M ﹤0.01%
289,898
-87,028
3146
$2M ﹤0.01%
88,289
-62,185
3147
$2M ﹤0.01%
34,472
-3,177
3148
$2M ﹤0.01%
75,515
+14,839
3149
$2M ﹤0.01%
72,233
+44,298
3150
$1.99M ﹤0.01%
174,855
-11,053
124 125
126
127 128