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
3851
$865K ﹤0.01%
60,527
+1,334
3852
$863K ﹤0.01%
16,973
-208
3853
$861K ﹤0.01%
137,142
-9,380
3854
$858K ﹤0.01%
55,117
-3,714
3855
$857K ﹤0.01%
26,057
+2,614
3856
$857K ﹤0.01%
74,371
+14,703
3857
$857K ﹤0.01%
89,794
-32,197
3858
$855K ﹤0.01%
88,982
-11,171
3859
$854K ﹤0.01%
47,623
-8,173
3860
$854K ﹤0.01%
173,301
+63,905
3861
$853K ﹤0.01%
+40,616
3862
$849K ﹤0.01%
58,870
+5,655
3863
$848K ﹤0.01%
+1,261
3864
$845K ﹤0.01%
15,451
+5,573
3865
$845K ﹤0.01%
53,093
-46,194
3866
$845K ﹤0.01%
68,594
+11,834
3867
$844K ﹤0.01%
62,395
+15,973
3868
$843K ﹤0.01%
30,806
-38,083
3869
$843K ﹤0.01%
30,460
+6,667
3870
$842K ﹤0.01%
25,835
-27,629
3871
$841K ﹤0.01%
22,626
+6,279
3872
$840K ﹤0.01%
217,642
+138,898
3873
$840K ﹤0.01%
21,172
+3,659
3874
$840K ﹤0.01%
50,555
+11,785
3875
$838K ﹤0.01%
17,234
-2,098
153 154
155
156 157