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
3326
$1.65M ﹤0.01%
194,070
+32,386
3327
$1.65M ﹤0.01%
259,189
-64,339
3328
$1.64M ﹤0.01%
21,574
+6,170
3329
$1.63M ﹤0.01%
118,689
+24,789
3330
$1.63M ﹤0.01%
47,059
+11,083
3331
$1.63M ﹤0.01%
130,308
+69,266
3332
$1.63M ﹤0.01%
61,661
-2,897
3333
$1.63M ﹤0.01%
36,258
-57,748
3334
$1.62M ﹤0.01%
202,464
-19,123
3335
$1.61M ﹤0.01%
125,519
+18,811
3336
$1.61M ﹤0.01%
76,223
-57,703
3337
$1.61M ﹤0.01%
50,521
+38,107
3338
$1.61M ﹤0.01%
33,268
+5,024
3339
$1.6M ﹤0.01%
67,205
+43,774
3340
$1.6M ﹤0.01%
75,593
+5,494
3341
$1.6M ﹤0.01%
145,601
-138,939
3342
$1.6M ﹤0.01%
59,598
-36,173
3343
$1.6M ﹤0.01%
57,359
-24,187
3344
$1.6M ﹤0.01%
96,216
+2,116
3345
$1.6M ﹤0.01%
69,613
-20,500
3346
$1.59M ﹤0.01%
38,459
+491
3347
$1.59M ﹤0.01%
181,122
+4,761
3348
$1.59M ﹤0.01%
10,312
+902
3349
$1.59M ﹤0.01%
89,095
-7,640
3350
$1.59M ﹤0.01%
29,031
+10,627
132 133
134
135 136