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
3726
$986K ﹤0.01%
24,739
-41,021
3727
$984K ﹤0.01%
125,230
-21,946
3728
$980K ﹤0.01%
11,198
-20,478
3729
$978K ﹤0.01%
28,302
-9,853
3730
$977K ﹤0.01%
105,991
-1,021
3731
$977K ﹤0.01%
237,156
+28,643
3732
$975K ﹤0.01%
43,234
-1,987
3733
$975K ﹤0.01%
+1
3734
$972K ﹤0.01%
42,692
-19,333
3735
$971K ﹤0.01%
53,874
+8,694
3736
$969K ﹤0.01%
293,773
-65,865
3737
$968K ﹤0.01%
40,656
+28,398
3738
$966K ﹤0.01%
51,398
-89,828
3739
$964K ﹤0.01%
33,609
-1,356
3740
$961K ﹤0.01%
39,555
-24,761
3741
$959K ﹤0.01%
63,977
-29,343
3742
$959K ﹤0.01%
92,421
-147,930
3743
$958K ﹤0.01%
35,129
+26,781
3744
$958K ﹤0.01%
245,023
+83,401
3745
$957K ﹤0.01%
26,039
-15,078
3746
$957K ﹤0.01%
80,308
-5,305
3747
$957K ﹤0.01%
117,404
-99,689
3748
$956K ﹤0.01%
95,438
-78,907
3749
$956K ﹤0.01%
142,323
+109,525
3750
$952K ﹤0.01%
75,347
+12,528
148 149
150
151 152