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
2451
$4.62M ﹤0.01%
400,236
+75,867
2452
$4.62M ﹤0.01%
122,462
-30,291
2453
$4.62M ﹤0.01%
641
+564
2454
$4.61M ﹤0.01%
490,543
+3,401
2455
$4.61M ﹤0.01%
123,873
+59,905
2456
$4.61M ﹤0.01%
181,234
-134,594
2457
$4.6M ﹤0.01%
1,206,814
+660,920
2458
$4.6M ﹤0.01%
288,229
-20,241
2459
$4.58M ﹤0.01%
183,589
+113,555
2460
$4.58M ﹤0.01%
720,545
+23,850
2461
$4.58M ﹤0.01%
88,858
+27,830
2462
$4.57M ﹤0.01%
191,955
-159,562
2463
$4.56M ﹤0.01%
100,162
+10,382
2464
$4.55M ﹤0.01%
78,674
-8,105
2465
$4.55M ﹤0.01%
183,028
-195,031
2466
$4.55M ﹤0.01%
+13,260
2467
$4.54M ﹤0.01%
328,375
-16,683
2468
$4.54M ﹤0.01%
52,421
-27,587
2469
$4.53M ﹤0.01%
163,106
-7,024
2470
$4.53M ﹤0.01%
93,521
+1,710
2471
$4.53M ﹤0.01%
94,317
+7,855
2472
$4.52M ﹤0.01%
121,326
-97
2473
$4.51M ﹤0.01%
1,244,341
-565,032
2474
$4.51M ﹤0.01%
142,957
+83,314
2475
$4.51M ﹤0.01%
156,849
-3,911
97 98
99
100 101