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
3451
$1.38M ﹤0.01%
103,165
-1,566
3452
$1.38M ﹤0.01%
93,432
+10,821
3453
$1.37M ﹤0.01%
125,342
+6,664
3454
$1.37M ﹤0.01%
48,197
-54,386
3455
$1.36M ﹤0.01%
+93,979
3456
$1.36M ﹤0.01%
96,118
-24,166
3457
$1.36M ﹤0.01%
+30,644
3458
$1.36M ﹤0.01%
60,671
+24,292
3459
$1.35M ﹤0.01%
60,838
-3,015
3460
$1.35M ﹤0.01%
104,476
+4,716
3461
$1.35M ﹤0.01%
35,573
-18,269
3462
$1.35M ﹤0.01%
81,969
-163,939
3463
$1.35M ﹤0.01%
460,355
-77,378
3464
$1.35M ﹤0.01%
75,876
-271,607
3465
$1.35M ﹤0.01%
139,297
+33,910
3466
$1.34M ﹤0.01%
12,159
-6,419
3467
$1.34M ﹤0.01%
34,247
+3,911
3468
$1.34M ﹤0.01%
30,011
-7,044
3469
$1.34M ﹤0.01%
48,739
-3,257
3470
$1.34M ﹤0.01%
19,031
+5,832
3471
$1.34M ﹤0.01%
15,965
-2,319
3472
$1.34M ﹤0.01%
58,223
-16,768
3473
$1.33M ﹤0.01%
44,113
-70,710
3474
$1.33M ﹤0.01%
39,320
+8,622
3475
$1.33M ﹤0.01%
37,110
+4,015
137 138
139
140 141