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
2276
$5.58M ﹤0.01%
277,370
+225,492
2277
$5.58M ﹤0.01%
98,504
+40,705
2278
$5.57M ﹤0.01%
333,973
-4,165
2279
$5.57M ﹤0.01%
712,653
+896
2280
$5.56M ﹤0.01%
200,386
+72,288
2281
$5.56M ﹤0.01%
186,212
+61,882
2282
$5.55M ﹤0.01%
266,950
-465,475
2283
$5.55M ﹤0.01%
217,277
-42,859
2284
$5.55M ﹤0.01%
541,046
+2,626
2285
$5.54M ﹤0.01%
215,037
+11,393
2286
$5.54M ﹤0.01%
279,692
+181,960
2287
$5.53M ﹤0.01%
95,241
-7,569
2288
$5.53M ﹤0.01%
185,345
+34,541
2289
$5.51M ﹤0.01%
130,234
-2,701
2290
$5.51M ﹤0.01%
294,449
+43,519
2291
$5.5M ﹤0.01%
154,812
+15,985
2292
$5.49M ﹤0.01%
71,698
-45,675
2293
$5.49M ﹤0.01%
36,730
-10,276
2294
$5.49M ﹤0.01%
128,210
-6,491
2295
$5.48M ﹤0.01%
497,158
+116,431
2296
$5.47M ﹤0.01%
145,761
-958
2297
$5.47M ﹤0.01%
142,873
+28,086
2298
$5.47M ﹤0.01%
137,830
-115,694
2299
$5.46M ﹤0.01%
184,094
+61,550
2300
$5.46M ﹤0.01%
372,522
+323,628
90 91
92
93 94