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
3901
$803K ﹤0.01%
62,819
-23,893
3902
$803K ﹤0.01%
65,075
+1,213
3903
$803K ﹤0.01%
59,144
-1,306
3904
$802K ﹤0.01%
170,188
-51,019
3905
$802K ﹤0.01%
61,577
+1,337
3906
$800K ﹤0.01%
18,182
-13,620
3907
$799K ﹤0.01%
48,297
-5,055
3908
$796K ﹤0.01%
30,364
-9,361
3909
$796K ﹤0.01%
37,537
+12,418
3910
$794K ﹤0.01%
16,730
-3,583
3911
$793K ﹤0.01%
12,450
+1,175
3912
$792K ﹤0.01%
48,945
-11,855
3913
$791K ﹤0.01%
+17,372
3914
$791K ﹤0.01%
87,085
+23,494
3915
$791K ﹤0.01%
14,054
-1,577
3916
$790K ﹤0.01%
96,771
-170,197
3917
$789K ﹤0.01%
81,604
-2,287
3918
$788K ﹤0.01%
149,364
-28,654
3919
$788K ﹤0.01%
55,213
+14,847
3920
$788K ﹤0.01%
250,921
+13,526
3921
$787K ﹤0.01%
104,719
-169,750
3922
$785K ﹤0.01%
53,090
-9,770
3923
$785K ﹤0.01%
59,939
+49,833
3924
$784K ﹤0.01%
41,116
+5,382
3925
$784K ﹤0.01%
16,863
-16,242
155 156
157
158 159