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
2026
$7.42M ﹤0.01%
144,725
-10,549
2027
$7.42M ﹤0.01%
1,992,869
-2,184,720
2028
$7.41M ﹤0.01%
252,386
-61,840
2029
$7.41M ﹤0.01%
518,765
-29,474
2030
$7.4M ﹤0.01%
137,950
2031
$7.4M ﹤0.01%
364,417
+9,436
2032
$7.38M ﹤0.01%
148,182
-9,840
2033
$7.38M ﹤0.01%
18,086
-1,879
2034
$7.37M ﹤0.01%
521,406
-15,437
2035
$7.36M ﹤0.01%
147,271
+112,254
2036
$7.34M ﹤0.01%
101,900
-11,674
2037
$7.33M ﹤0.01%
168,980
+39,594
2038
$7.33M ﹤0.01%
279,087
+42,672
2039
$7.32M ﹤0.01%
158,965
-78,415
2040
$7.32M ﹤0.01%
146,623
-102,095
2041
$7.32M ﹤0.01%
106,049
-53,158
2042
$7.3M ﹤0.01%
142,505
+13,245
2043
$7.29M ﹤0.01%
916,257
-63,061
2044
$7.27M ﹤0.01%
161,421
+73,255
2045
$7.26M ﹤0.01%
199,936
+78,533
2046
$7.25M ﹤0.01%
545,740
-465,909
2047
$7.25M ﹤0.01%
1,034,955
+75,435
2048
$7.2M ﹤0.01%
305,215
+109,755
2049
$7.19M ﹤0.01%
480,539
+2,367
2050
$7.19M ﹤0.01%
640,356
+430,854
80 81
82
83 84