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
3401
$1.48M ﹤0.01%
+104,644
3402
$1.48M ﹤0.01%
69,082
+10,342
3403
$1.48M ﹤0.01%
253,997
+33,772
3404
$1.48M ﹤0.01%
61,909
-515
3405
$1.48M ﹤0.01%
91,877
+78,705
3406
$1.47M ﹤0.01%
151,368
+40,165
3407
$1.47M ﹤0.01%
13,973
+5,002
3408
$1.47M ﹤0.01%
210,185
+45,758
3409
$1.47M ﹤0.01%
6,220
+4,273
3410
$1.47M ﹤0.01%
365,311
-119,263
3411
$1.46M ﹤0.01%
44,554
-42,553
3412
$1.46M ﹤0.01%
10,684
-6,214
3413
$1.46M ﹤0.01%
33,912
-1,645
3414
$1.45M ﹤0.01%
158,092
+46,793
3415
$1.45M ﹤0.01%
83,655
-265,575
3416
$1.45M ﹤0.01%
159,697
+2,786
3417
$1.45M ﹤0.01%
104,477
+13,741
3418
$1.45M ﹤0.01%
9,033
-4,851
3419
$1.44M ﹤0.01%
77,180
-20,176
3420
$1.44M ﹤0.01%
183,230
-2,950
3421
$1.43M ﹤0.01%
136,587
+64,745
3422
$1.43M ﹤0.01%
31,593
-720
3423
$1.43M ﹤0.01%
30,672
+1,930
3424
$1.43M ﹤0.01%
36,179
+9,999
3425
$1.43M ﹤0.01%
415,636
+129,229
135 136
137
138 139