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
4051
$662K ﹤0.01%
24,244
-117,758
4052
$662K ﹤0.01%
24,875
+10,844
4053
$657K ﹤0.01%
18,302
-19,763
4054
$657K ﹤0.01%
+2,664
4055
$657K ﹤0.01%
32,540
-8,453
4056
$657K ﹤0.01%
+20,527
4057
$656K ﹤0.01%
17,414
-2,854
4058
$656K ﹤0.01%
56,660
-92,215
4059
$655K ﹤0.01%
7,943
-8,733
4060
$655K ﹤0.01%
697
+235
4061
$654K ﹤0.01%
+1,458
4062
$652K ﹤0.01%
48,476
-18,166
4063
$652K ﹤0.01%
46,764
+8,538
4064
$652K ﹤0.01%
14,784
+2,172
4065
$652K ﹤0.01%
34,612
+24,010
4066
$652K ﹤0.01%
40,215
-32,329
4067
$651K ﹤0.01%
65,564
+28,409
4068
$650K ﹤0.01%
124,541
+78,758
4069
$650K ﹤0.01%
72,126
-21,052
4070
$648K ﹤0.01%
27,954
-16,176
4071
$648K ﹤0.01%
13,976
-1,798
4072
$648K ﹤0.01%
24,755
-8,884
4073
$648K ﹤0.01%
35,577
+14,520
4074
$647K ﹤0.01%
45,473
-3,464
4075
$647K ﹤0.01%
36,375
-3,107
161 162
163
164 165