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
2326
$5.34M ﹤0.01%
125,926
-1,712
2327
$5.34M ﹤0.01%
135,112
+92,433
2328
$5.33M ﹤0.01%
202,506
-8,446
2329
$5.33M ﹤0.01%
244,499
+14,613
2330
$5.33M ﹤0.01%
1,107,958
+928,595
2331
$5.32M ﹤0.01%
304,946
+173,979
2332
$5.31M ﹤0.01%
897,169
+15,253
2333
$5.31M ﹤0.01%
88,693
-25,032
2334
$5.31M ﹤0.01%
173,621
+91,333
2335
$5.3M ﹤0.01%
535,366
+515,223
2336
$5.3M ﹤0.01%
379,339
+11,532
2337
$5.29M ﹤0.01%
+520,628
2338
$5.29M ﹤0.01%
315,920
+10,840
2339
– –
0
2340
$5.26M ﹤0.01%
78,931
+50,853
2341
$5.24M ﹤0.01%
479,675
-755,836
2342
$5.23M ﹤0.01%
608,565
+90,294
2343
$5.23M ﹤0.01%
390,046
-30,368
2344
$5.22M ﹤0.01%
90,405
+12,736
2345
$5.22M ﹤0.01%
445,960
+109,770
2346
$5.22M ﹤0.01%
64,617
-4,832
2347
$5.21M ﹤0.01%
99,926
-23,480
2348
$5.21M ﹤0.01%
382,686
+308,689
2349
$5.21M ﹤0.01%
411,184
+236,848
2350
$5.2M ﹤0.01%
182,164
-11,620
92 93
94
95 96