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
3226
$1.85M ﹤0.01%
55,055
-13,940
3227
$1.85M ﹤0.01%
63,778
-76,046
3228
$1.84M ﹤0.01%
25,430
-14,259
3229
$1.84M ﹤0.01%
22,290
+14,103
3230
$1.84M ﹤0.01%
91,392
-27,561
3231
$1.83M ﹤0.01%
39
-3
3232
$1.83M ﹤0.01%
44,963
-7,452
3233
$1.82M ﹤0.01%
108,248
+55,135
3234
$1.82M ﹤0.01%
56,087
-904
3235
$1.82M ﹤0.01%
39,934
+220
3236
$1.82M ﹤0.01%
295,967
+186,405
3237
$1.82M ﹤0.01%
44,267
-68,727
3238
$1.81M ﹤0.01%
254,997
+156,189
3239
$1.81M ﹤0.01%
8,940
-2,478
3240
$1.81M ﹤0.01%
133,995
+6,900
3241
$1.81M ﹤0.01%
39,234
-158,934
3242
$1.8M ﹤0.01%
22,565
-4,517
3243
$1.8M ﹤0.01%
20,674
-23,754
3244
$1.8M ﹤0.01%
49,381
-178,436
3245
$1.8M ﹤0.01%
+104,121
3246
$1.8M ﹤0.01%
95,990
+41,413
3247
$1.8M ﹤0.01%
164,335
+133,491
3248
$1.8M ﹤0.01%
109,830
+13,625
3249
$1.8M ﹤0.01%
27,686
-54,751
3250
$1.79M ﹤0.01%
45,295
+20,257
128 129
130
131 132