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
2401
$4.86M ﹤0.01%
172,543
+39,018
2402
$4.84M ﹤0.01%
489,086
-80,087
2403
$4.84M ﹤0.01%
361,990
+55,778
2404
$4.83M ﹤0.01%
58,397
+12,289
2405
$4.83M ﹤0.01%
104,589
-18,087
2406
$4.83M ﹤0.01%
162,294
-29,534
2407
$4.81M ﹤0.01%
117,366
+26,363
2408
$4.81M ﹤0.01%
300,592
+35,200
2409
$4.8M ﹤0.01%
508,789
-37,278
2410
$4.79M ﹤0.01%
181,629
+37,989
2411
$4.79M ﹤0.01%
1,200,110
+1,186,832
2412
$4.79M ﹤0.01%
97,632
-61,654
2413
$4.79M ﹤0.01%
261,315
-27,526
2414
$4.78M ﹤0.01%
661,503
+46,092
2415
$4.78M ﹤0.01%
13,587
-15,319
2416
$4.78M ﹤0.01%
141,597
+38,287
2417
$4.78M ﹤0.01%
414,342
-378,517
2418
$4.78M ﹤0.01%
292,984
+56,934
2419
$4.77M ﹤0.01%
93,375
+81,388
2420
$4.77M ﹤0.01%
383,440
+203,196
2421
$4.77M ﹤0.01%
36,465
+8,566
2422
$4.77M ﹤0.01%
8,228
-28,022
2423
$4.76M ﹤0.01%
62,101
-30,805
2424
$4.76M ﹤0.01%
189,028
+169,818
2425
$4.76M ﹤0.01%
+432,661
95 96
97
98 99