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
3651
$1.09M ﹤0.01%
44,457
+15,183
3652
$1.09M ﹤0.01%
45,203
+15,553
3653
$1.08M ﹤0.01%
28,178
-2,180
3654
$1.08M ﹤0.01%
80,638
+19,081
3655
$1.08M ﹤0.01%
115,060
+26,823
3656
$1.08M ﹤0.01%
12,330
-5,398
3657
$1.08M ﹤0.01%
44,193
-280,173
3658
$1.08M ﹤0.01%
45,945
-28,988
3659
$1.08M ﹤0.01%
36,209
+7,049
3660
$1.08M ﹤0.01%
61,826
+20,463
3661
$1.07M ﹤0.01%
23,196
+18,139
3662
$1.07M ﹤0.01%
113,765
+31,769
3663
$1.07M ﹤0.01%
232,788
-10,365
3664
$1.07M ﹤0.01%
17,553
+5,149
3665
$1.06M ﹤0.01%
58,124
+9,877
3666
$1.06M ﹤0.01%
75,882
+8,575
3667
$1.06M ﹤0.01%
16,239
+8,237
3668
$1.06M ﹤0.01%
32,969
+11,051
3669
$1.06M ﹤0.01%
58,354
-2,035
3670
$1.06M ﹤0.01%
+62,009
3671
$1.06M ﹤0.01%
69,572
-1,264
3672
$1.06M ﹤0.01%
65,573
+9,940
3673
$1.05M ﹤0.01%
75,018
+61,118
3674
$1.05M ﹤0.01%
+13,086
3675
$1.05M ﹤0.01%
+59,130
145 146
147
148 149