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
3376
$1.53M ﹤0.01%
90,590
-186,326
3377
$1.52M ﹤0.01%
51,423
-168,489
3378
$1.52M ﹤0.01%
32,920
+1,575
3379
$1.52M ﹤0.01%
61,620
+697
3380
$1.52M ﹤0.01%
42,309
+9,577
3381
$1.52M ﹤0.01%
87,341
+9,199
3382
$1.52M ﹤0.01%
22,876
-51,179
3383
$1.52M ﹤0.01%
123,039
+54,261
3384
$1.52M ﹤0.01%
64,201
+38,483
3385
$1.51M ﹤0.01%
69,515
-71,989
3386
$1.51M ﹤0.01%
79,433
+67,032
3387
$1.51M ﹤0.01%
96,306
+52,014
3388
$1.5M ﹤0.01%
18,917
+16,910
3389
$1.5M ﹤0.01%
27,263
+4,841
3390
$1.5M ﹤0.01%
63,559
+294
3391
$1.5M ﹤0.01%
33,315
-1,484
3392
$1.5M ﹤0.01%
44,144
-13,899
3393
$1.5M ﹤0.01%
77,626
-5,110
3394
$1.5M ﹤0.01%
90,759
+5,187
3395
$1.5M ﹤0.01%
52,127
+34,375
3396
$1.49M ﹤0.01%
119,230
-47,844
3397
$1.49M ﹤0.01%
214,895
+55,989
3398
$1.49M ﹤0.01%
104,979
-108,295
3399
$1.49M ﹤0.01%
56,655
+3,016
3400
$1.48M ﹤0.01%
38,639
+12,657
134 135
136
137 138