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
3501
$1.3M ﹤0.01%
115,046
+12,876
3502
$1.29M ﹤0.01%
+39,664
3503
$1.29M ﹤0.01%
38,083
-4,042
3504
$1.29M ﹤0.01%
28,134
+2,981
3505
$1.29M ﹤0.01%
27,438
+10,609
3506
$1.29M ﹤0.01%
87,532
+11,212
3507
$1.29M ﹤0.01%
94,942
-94,231
3508
$1.29M ﹤0.01%
100,170
-10,339
3509
$1.29M ﹤0.01%
91,827
-2,726
3510
$1.28M ﹤0.01%
52,158
-41,969
3511
$1.28M ﹤0.01%
56,400
-1,473
3512
$1.27M ﹤0.01%
194,313
+132,245
3513
$1.27M ﹤0.01%
64,106
+51,464
3514
$1.27M ﹤0.01%
17,878
-23,264
3515
$1.27M ﹤0.01%
107,343
-39,177
3516
$1.27M ﹤0.01%
44,809
-32,370
3517
$1.27M ﹤0.01%
78,224
+15,462
3518
$1.27M ﹤0.01%
229,962
+203,352
3519
$1.27M ﹤0.01%
129,857
+60,714
3520
$1.26M ﹤0.01%
125,356
-10,421
3521
$1.26M ﹤0.01%
74,722
+63,612
3522
$1.26M ﹤0.01%
+8,563
3523
$1.26M ﹤0.01%
52,361
+4,127
3524
$1.26M ﹤0.01%
159,470
-2,959
3525
$1.26M ﹤0.01%
46,410
-1,756
139 140
141
142 143