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
3151
$1.99M ﹤0.01%
20,026
+9,393
3152
$1.99M ﹤0.01%
125,959
+99,116
3153
$1.99M ﹤0.01%
140,229
-75,574
3154
$1.99M ﹤0.01%
122,522
-174,105
3155
$1.98M ﹤0.01%
161,667
-4,254
3156
$1.98M ﹤0.01%
69,003
+32,225
3157
$1.98M ﹤0.01%
277,566
+37,375
3158
$1.98M ﹤0.01%
35,245
-26,009
3159
$1.98M ﹤0.01%
80,076
+489
3160
$1.98M ﹤0.01%
124,292
-11,478
3161
$1.97M ﹤0.01%
57,171
-39,090
3162
$1.97M ﹤0.01%
111,930
-1,019,881
3163
$1.97M ﹤0.01%
75,670
+29,118
3164
$1.97M ﹤0.01%
345,245
+60,080
3165
$1.97M ﹤0.01%
172,123
-160,932
3166
$1.96M ﹤0.01%
38,928
+28,895
3167
$1.95M ﹤0.01%
105,010
+369
3168
$1.95M ﹤0.01%
156,098
+20,927
3169
$1.95M ﹤0.01%
63,429
-33,765
3170
$1.95M ﹤0.01%
156,643
-87,443
3171
$1.94M ﹤0.01%
108,695
-22,785
3172
$1.94M ﹤0.01%
77,816
+33,569
3173
$1.94M ﹤0.01%
84,680
-32,141
3174
$1.94M ﹤0.01%
274,326
-20,252
3175
$1.94M ﹤0.01%
101,439
+10,113
125 126
127
128 129