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
3876
$838K ﹤0.01%
57,177
-1,823
3877
$835K ﹤0.01%
33,354
+4,746
3878
$833K ﹤0.01%
61,469
+6,543
3879
$830K ﹤0.01%
68,814
-93,692
3880
$829K ﹤0.01%
35,866
+9,929
3881
$828K ﹤0.01%
+82,741
3882
$824K ﹤0.01%
168,252
-8,997
3883
$822K ﹤0.01%
40,973
-15,847
3884
$821K ﹤0.01%
132,662
-55,446
3885
$818K ﹤0.01%
20,894
-5,387
3886
$816K ﹤0.01%
146,643
+124,934
3887
$815K ﹤0.01%
17,350
-8,184
3888
$814K ﹤0.01%
186,530
-36,392
3889
$813K ﹤0.01%
61,649
-4,700
3890
$813K ﹤0.01%
98,774
+42,396
3891
$813K ﹤0.01%
41,081
+10,903
3892
$812K ﹤0.01%
143,413
-40,962
3893
$811K ﹤0.01%
18,464
-32,747
3894
$810K ﹤0.01%
20,076
+5,654
3895
$808K ﹤0.01%
23,509
+349
3896
$807K ﹤0.01%
70
-22
3897
$807K ﹤0.01%
60,890
+9,699
3898
$806K ﹤0.01%
+55,556
3899
$804K ﹤0.01%
231,588
-1,639
3900
$803K ﹤0.01%
263,459
-218,562
154 155
156
157 158