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
3626
$1.12M ﹤0.01%
268,887
+70,869
3627
$1.12M ﹤0.01%
75,760
+51,005
3628
$1.12M ﹤0.01%
225,568
-8,303
3629
$1.12M ﹤0.01%
154,556
+2,360
3630
$1.12M ﹤0.01%
37,499
+5,304
3631
$1.12M ﹤0.01%
39,099
-46,415
3632
$1.11M ﹤0.01%
+56,886
3633
$1.11M ﹤0.01%
24,055
+16,228
3634
$1.11M ﹤0.01%
38,487
+566
3635
$1.11M ﹤0.01%
63,416
-219,755
3636
$1.1M ﹤0.01%
73,171
+1,581
3637
$1.1M ﹤0.01%
17,874
-9,580
3638
$1.1M ﹤0.01%
20,978
+7,276
3639
$1.1M ﹤0.01%
26,115
+3,552
3640
$1.1M ﹤0.01%
47,553
+2,522
3641
$1.1M ﹤0.01%
26,097
+7,567
3642
$1.1M ﹤0.01%
109,166
-15,518
3643
$1.1M ﹤0.01%
86,787
+15,762
3644
$1.1M ﹤0.01%
+63,815
3645
$1.1M ﹤0.01%
36,807
+18,723
3646
$1.1M ﹤0.01%
65,360
+35,611
3647
$1.09M ﹤0.01%
298,072
-16,300
3648
$1.09M ﹤0.01%
60,675
+1,644
3649
$1.09M ﹤0.01%
88,693
+7,217
3650
$1.09M ﹤0.01%
8,668
-1,513
144 145
146
147 148