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
2426
$4.75M ﹤0.01%
54,123
+10,523
2427
$4.75M ﹤0.01%
101,988
+14,452
2428
$4.74M ﹤0.01%
1,489
-46
2429
$4.74M ﹤0.01%
25,806
+2,729
2430
$4.73M ﹤0.01%
105,330
+39,604
2431
$4.72M ﹤0.01%
432,060
+52,977
2432
$4.71M ﹤0.01%
207,784
+7,327
2433
$4.71M ﹤0.01%
119,007
-109,905
2434
$4.7M ﹤0.01%
482,475
+78,422
2435
$4.7M ﹤0.01%
98,212
-11,220
2436
$4.69M ﹤0.01%
258,162
+42
2437
$4.68M ﹤0.01%
113,549
+30,830
2438
$4.68M ﹤0.01%
24,614
-733
2439
$4.67M ﹤0.01%
42,846
-29,824
2440
$4.67M ﹤0.01%
174,956
+12,201
2441
$4.66M ﹤0.01%
303,069
+226,253
2442
$4.66M ﹤0.01%
227,872
+29,924
2443
$4.66M ﹤0.01%
240,195
+38,941
2444
$4.66M ﹤0.01%
88,597
+3,496
2445
$4.65M ﹤0.01%
169,306
+77,575
2446
$4.65M ﹤0.01%
338,624
+278,634
2447
$4.64M ﹤0.01%
154,173
-31,436
2448
$4.64M ﹤0.01%
4,144
+1,432
2449
$4.63M ﹤0.01%
376,251
+33,854
2450
$4.63M ﹤0.01%
22,497
-1,280
96 97
98
99 100