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
3176
$1.94M ﹤0.01%
47,110
+12,651
3177
$1.94M ﹤0.01%
49,326
+6,332
3178
$1.94M ﹤0.01%
292,616
+120,306
3179
$1.93M ﹤0.01%
+28,652
3180
$1.93M ﹤0.01%
115,127
+49,826
3181
$1.93M ﹤0.01%
41,929
-1,805
3182
$1.93M ﹤0.01%
84,441
+71,773
3183
$1.93M ﹤0.01%
23,425
-8,110
3184
$1.93M ﹤0.01%
55,742
-258,156
3185
$1.92M ﹤0.01%
114,382
+50,147
3186
$1.92M ﹤0.01%
34,253
+6,734
3187
$1.92M ﹤0.01%
62,242
-9,125
3188
$1.92M ﹤0.01%
79,515
-19,563
3189
$1.92M ﹤0.01%
63,642
-42,029
3190
$1.92M ﹤0.01%
82,036
+33,798
3191
$1.91M ﹤0.01%
31,779
+9,202
3192
$1.91M ﹤0.01%
62,619
-65,411
3193
$1.91M ﹤0.01%
28,933
-97,023
3194
$1.9M ﹤0.01%
80,062
-73,881
3195
$1.9M ﹤0.01%
77,771
+19,814
3196
$1.9M ﹤0.01%
130,135
+85,468
3197
$1.9M ﹤0.01%
430,610
-158,094
3198
$1.9M ﹤0.01%
71,841
+10,764
3199
$1.89M ﹤0.01%
25,188
-2,387
3200
$1.89M ﹤0.01%
122,041
-27,869
126 127
128
129 130