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
4001
$712K ﹤0.01%
57,551
+8,808
4002
$708K ﹤0.01%
180,060
-82,595
4003
$705K ﹤0.01%
39,908
-75,236
4004
$702K ﹤0.01%
80,693
+39,599
4005
$702K ﹤0.01%
63,012
-1,485
4006
$700K ﹤0.01%
336,415
+2,701
4007
$698K ﹤0.01%
+54,049
4008
$697K ﹤0.01%
74,491
-9,166
4009
$696K ﹤0.01%
20,883
-10,059
4010
$694K ﹤0.01%
53,868
+40,916
4011
$693K ﹤0.01%
104,387
+20,577
4012
$693K ﹤0.01%
8,769
+3,340
4013
$693K ﹤0.01%
50,219
-4,798
4014
$690K ﹤0.01%
15,943
-229
4015
$690K ﹤0.01%
52,833
+14,273
4016
$690K ﹤0.01%
10,000
4017
$690K ﹤0.01%
41,030
+11,445
4018
$689K ﹤0.01%
152,124
-96,407
4019
$689K ﹤0.01%
36,527
-17,285
4020
$689K ﹤0.01%
17,836
-160,884
4021
$688K ﹤0.01%
29,815
-25,201
4022
$688K ﹤0.01%
25,822
-700
4023
$688K ﹤0.01%
343,787
+174,000
4024
$688K ﹤0.01%
23,796
-1,372
4025
$688K ﹤0.01%
50,271
+9,580
159 160
161
162 163