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
3826
$884K ﹤0.01%
24,052
-68
3827
$884K ﹤0.01%
39,225
+1,896
3828
$882K ﹤0.01%
35,777
-34,074
3829
$880K ﹤0.01%
61,821
+35,402
3830
$880K ﹤0.01%
144,139
-1,284,342
3831
$880K ﹤0.01%
11,070
+1,544
3832
$879K ﹤0.01%
16,571
+506
3833
$877K ﹤0.01%
13,377
-14,879
3834
$877K ﹤0.01%
2,559
+635
3835
$877K ﹤0.01%
50,103
+14,051
3836
$876K ﹤0.01%
55,000
-77,744
3837
$874K ﹤0.01%
18,777
-19,130
3838
$874K ﹤0.01%
20,540
-47,713
3839
$873K ﹤0.01%
46,601
+19,268
3840
$872K ﹤0.01%
67,747
+25,194
3841
$872K ﹤0.01%
176,070
-181,987
3842
$870K ﹤0.01%
40,058
-4,615
3843
$870K ﹤0.01%
27,842
-1,060
3844
$870K ﹤0.01%
63,471
+16,764
3845
$869K ﹤0.01%
107,034
+36,543
3846
$869K ﹤0.01%
135,646
-4,979
3847
$869K ﹤0.01%
82,501
-35,529
3848
$868K ﹤0.01%
62,847
+10,283
3849
$866K ﹤0.01%
83,231
-47,164
3850
$866K ﹤0.01%
31,156
+12,943
152 153
154
155 156