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
3951
$757K ﹤0.01%
68,306
+5,101
3952
$756K ﹤0.01%
21,828
+6,848
3953
$755K ﹤0.01%
14,026
+7,205
3954
$755K ﹤0.01%
+42,056
3955
$755K ﹤0.01%
7,566
-873
3956
$754K ﹤0.01%
176,093
-76,186
3957
$754K ﹤0.01%
20,846
-3,498
3958
$754K ﹤0.01%
32,082
+3,363
3959
$754K ﹤0.01%
47,928
-8,628
3960
$752K ﹤0.01%
29,945
-19,854
3961
$752K ﹤0.01%
41,289
-5,267
3962
$752K ﹤0.01%
14,674
-4,045
3963
$752K ﹤0.01%
31,719
-7,843
3964
$751K ﹤0.01%
100,492
+35,917
3965
$751K ﹤0.01%
172,395
+5,801
3966
$748K ﹤0.01%
173,922
-71,994
3967
$748K ﹤0.01%
43,165
-330,331
3968
$748K ﹤0.01%
84,100
-5,200
3969
$748K ﹤0.01%
46,204
-26,953
3970
$747K ﹤0.01%
22,027
+4,794
3971
$747K ﹤0.01%
79,962
-64,613
3972
$746K ﹤0.01%
194,637
-101,300
3973
$744K ﹤0.01%
28,316
+15,263
3974
$738K ﹤0.01%
34,434
-64,295
3975
$736K ﹤0.01%
30,756
-1,125
157 158
159
160 161