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
2076
$6.94M ﹤0.01%
994,760
+811,100
2077
$6.93M ﹤0.01%
324,303
-181,045
2078
$6.92M ﹤0.01%
544,806
-954,993
2079
$6.92M ﹤0.01%
540,496
-225,568
2080
$6.92M ﹤0.01%
346,233
-13,362
2081
$6.91M ﹤0.01%
403,568
-430,527
2082
$6.91M ﹤0.01%
275,221
+16,012
2083
$6.91M ﹤0.01%
54,816
+19,077
2084
$6.9M ﹤0.01%
389,517
-151,645
2085
$6.89M ﹤0.01%
157,642
+18,004
2086
$6.89M ﹤0.01%
374,032
-77,695
2087
$6.88M ﹤0.01%
515,511
-305,464
2088
$6.88M ﹤0.01%
203,476
-519,423
2089
$6.87M ﹤0.01%
808,065
-35,610
2090
$6.86M ﹤0.01%
341,805
+51,659
2091
$6.86M ﹤0.01%
565,163
+42,283
2092
$6.85M ﹤0.01%
170,519
-174,745
2093
$6.85M ﹤0.01%
558,697
+131,069
2094
$6.84M ﹤0.01%
151,324
-136,377
2095
$6.84M ﹤0.01%
197,648
+151,836
2096
$6.82M ﹤0.01%
213,083
-54,418
2097
$6.81M ﹤0.01%
494,061
+16,727
2098
$6.78M ﹤0.01%
322,011
+55,944
2099
$6.77M ﹤0.01%
149,499
+22,153
2100
$6.76M ﹤0.01%
248,003
-130,199
82 83
84
85 86