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
4026
$687K ﹤0.01%
33,342
+16,651
4027
$687K ﹤0.01%
21,850
-4,815
4028
$686K ﹤0.01%
43,524
+2,892
4029
$685K ﹤0.01%
50,339
+7,899
4030
$684K ﹤0.01%
18,983
+5,992
4031
$684K ﹤0.01%
131,972
-17,110
4032
$681K ﹤0.01%
35,403
-8,910
4033
$680K ﹤0.01%
53,847
+14,356
4034
$679K ﹤0.01%
30,779
-27,763
4035
$679K ﹤0.01%
17,585
+1,397
4036
$677K ﹤0.01%
60,521
-4,049
4037
$677K ﹤0.01%
47,591
+1,008
4038
$677K ﹤0.01%
28,504
-5,333
4039
$676K ﹤0.01%
+44,630
4040
$674K ﹤0.01%
70,868
-2,804
4041
$674K ﹤0.01%
49,336
-30,441
4042
$673K ﹤0.01%
24,746
+5,673
4043
$672K ﹤0.01%
38,064
+22,417
4044
$670K ﹤0.01%
+20
4045
$669K ﹤0.01%
16,953
+1,075
4046
$669K ﹤0.01%
60,315
-46,869
4047
$667K ﹤0.01%
12,738
-49,728
4048
$666K ﹤0.01%
30,328
-49,032
4049
$665K ﹤0.01%
90,469
-173,269
4050
$665K ﹤0.01%
21,448
+11,516
160 161
162
163 164