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
2251
$5.7M ﹤0.01%
2,837
+2,794
2252
$5.7M ﹤0.01%
1,135,598
+105,022
2253
$5.7M ﹤0.01%
78,347
+49,667
2254
$5.69M ﹤0.01%
320,353
+253,338
2255
$5.67M ﹤0.01%
533,922
+38,033
2256
$5.67M ﹤0.01%
31,022
+17,181
2257
$5.65M ﹤0.01%
120,948
+41,501
2258
$5.65M ﹤0.01%
202,424
-68,806
2259
$5.65M ﹤0.01%
141,472
-2,732
2260
$5.64M ﹤0.01%
112,331
+3,184
2261
$5.63M ﹤0.01%
+158,269
2262
$5.63M ﹤0.01%
134,974
-163,581
2263
$5.63M ﹤0.01%
89,306
-64,257
2264
$5.63M ﹤0.01%
184,039
-49,977
2265
$5.63M ﹤0.01%
101,903
+11,352
2266
$5.62M ﹤0.01%
432,547
-6,775
2267
$5.62M ﹤0.01%
338,097
+61,854
2268
$5.61M ﹤0.01%
119,399
+23,057
2269
$5.61M ﹤0.01%
213,038
-7,571
2270
$5.6M ﹤0.01%
463,495
+427,150
2271
$5.6M ﹤0.01%
207,225
-21,183
2272
$5.6M ﹤0.01%
+138,614
2273
$5.6M ﹤0.01%
205,681
+64,235
2274
$5.59M ﹤0.01%
329,122
+4,377
2275
$5.58M ﹤0.01%
162,131
-8,552
89 90
91
92 93