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
2101
$6.76M ﹤0.01%
157,325
-292,995
2102
$6.75M ﹤0.01%
144,697
+5,502
2103
$6.75M ﹤0.01%
90,765
+11,130
2104
$6.74M ﹤0.01%
463,001
-137,501
2105
$6.73M ﹤0.01%
192,773
+169,990
2106
$6.71M ﹤0.01%
493,337
-32,732
2107
$6.7M ﹤0.01%
+204,969
2108
$6.7M ﹤0.01%
568,463
+135,012
2109
$6.69M ﹤0.01%
375,983
-76,837
2110
$6.68M ﹤0.01%
301,123
-104,854
2111
$6.68M ﹤0.01%
177,796
+1,831
2112
$6.67M ﹤0.01%
287,841
-28,083
2113
$6.65M ﹤0.01%
589,236
+42,278
2114
$6.64M ﹤0.01%
277,135
+210,994
2115
$6.64M ﹤0.01%
187,132
+38,928
2116
$6.64M ﹤0.01%
328,968
-225,914
2117
$6.64M ﹤0.01%
175,820
-301,972
2118
$6.64M ﹤0.01%
165,037
+50,414
2119
$6.62M ﹤0.01%
219,002
-30,596
2120
$6.58M ﹤0.01%
268,133
-53,902
2121
$6.57M ﹤0.01%
292,111
+184,390
2122
$6.57M ﹤0.01%
697,575
+331,539
2123
$6.57M ﹤0.01%
425,906
-106,566
2124
$6.57M ﹤0.01%
219,168
+99,187
2125
$6.56M ﹤0.01%
160,642
-10,445
83 84
85
86 87