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
3776
$933K ﹤0.01%
16,122
+655
3777
$932K ﹤0.01%
64,931
-31,162
3778
$931K ﹤0.01%
401,655
+241,024
3779
$931K ﹤0.01%
43,810
+31,638
3780
$931K ﹤0.01%
33,814
-1,886
3781
$931K ﹤0.01%
15,509
+4,443
3782
$931K ﹤0.01%
86,256
-109,865
3783
$930K ﹤0.01%
38,486
-32,085
3784
$929K ﹤0.01%
54,601
-26,593
3785
$929K ﹤0.01%
25,774
-30,456
3786
$928K ﹤0.01%
90,228
-15,422
3787
$927K ﹤0.01%
41,626
-137,505
3788
$926K ﹤0.01%
31,931
+6,738
3789
$925K ﹤0.01%
447,024
+335,344
3790
$924K ﹤0.01%
6,181
+4,519
3791
$923K ﹤0.01%
84,574
-4,917
3792
$922K ﹤0.01%
26,099
-3,700
3793
$921K ﹤0.01%
171,222
-15,822
3794
$920K ﹤0.01%
+11,841
3795
$919K ﹤0.01%
334,208
+67,157
3796
$917K ﹤0.01%
34,505
+22,498
3797
$917K ﹤0.01%
14,281
+1,589
3798
$915K ﹤0.01%
5,409
+1,282
3799
$914K ﹤0.01%
18,656
+4,052
3800
$914K ﹤0.01%
111,297
-7,846
150 151
152
153 154