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
3801
$914K ﹤0.01%
60,824
+36,836
3802
$913K ﹤0.01%
39,586
-45,907
3803
$913K ﹤0.01%
43,922
-2,134
3804
$911K ﹤0.01%
113,879
-3,982
3805
$909K ﹤0.01%
55,856
-72,332
3806
$908K ﹤0.01%
39,481
-476
3807
$908K ﹤0.01%
28,571
+4,706
3808
$907K ﹤0.01%
37,373
-66,476
3809
$906K ﹤0.01%
65,875
-3,908
3810
$903K ﹤0.01%
72,029
+19,685
3811
$901K ﹤0.01%
23,155
-8,903
3812
$900K ﹤0.01%
42,444
-9,376
3813
$900K ﹤0.01%
102,321
-114,542
3814
$895K ﹤0.01%
28,509
+9,682
3815
$894K ﹤0.01%
29,812
-109,036
3816
$894K ﹤0.01%
57,922
-781
3817
$893K ﹤0.01%
23,593
+751
3818
$892K ﹤0.01%
+39
3819
$891K ﹤0.01%
66,203
-10,157
3820
$891K ﹤0.01%
+100,521
3821
$890K ﹤0.01%
172,419
-41,676
3822
$890K ﹤0.01%
64,730
-437,911
3823
$887K ﹤0.01%
7,322
+2,498
3824
$886K ﹤0.01%
34,259
-44,998
3825
$885K ﹤0.01%
27,806
+8,472
151 152
153
154 155