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
3676
$1.05M ﹤0.01%
10,665
-276
3677
$1.04M ﹤0.01%
+79,527
3678
$1.04M ﹤0.01%
34,710
+9,394
3679
$1.04M ﹤0.01%
42,330
-9,570
3680
$1.04M ﹤0.01%
136,964
+50,555
3681
$1.04M ﹤0.01%
44,244
+19,908
3682
$1.04M ﹤0.01%
72,838
-32,172
3683
$1.04M ﹤0.01%
79,656
+1,940
3684
$1.03M ﹤0.01%
84,353
+16,430
3685
$1.03M ﹤0.01%
46,021
-6,882
3686
$1.03M ﹤0.01%
95,570
+20,761
3687
$1.03M ﹤0.01%
63,704
-1,432
3688
$1.03M ﹤0.01%
16,285
-7,784
3689
$1.03M ﹤0.01%
17,336
-29,916
3690
$1.03M ﹤0.01%
160,547
-103,198
3691
$1.02M ﹤0.01%
86,878
+545
3692
$1.02M ﹤0.01%
29,210
-37,026
3693
$1.02M ﹤0.01%
41,336
-110,185
3694
$1.02M ﹤0.01%
20,504
-5
3695
$1.02M ﹤0.01%
12,080
-24,573
3696
$1.02M ﹤0.01%
30,218
+5,516
3697
$1.01M ﹤0.01%
+102,997
3698
$1.01M ﹤0.01%
67,150
+36,698
3699
$1.01M ﹤0.01%
33,081
-88,981
3700
$1.01M ﹤0.01%
36,713
-49,227
146 147
148
149 150