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
4126
$597K ﹤0.01%
12,344
+3,502
4127
$597K ﹤0.01%
16,488
-18,840
4128
$597K ﹤0.01%
42,318
-42,678
4129
$596K ﹤0.01%
7,196
+3,736
4130
$595K ﹤0.01%
44,369
-1,261
4131
$593K ﹤0.01%
23,113
+1,206
4132
$593K ﹤0.01%
20,655
-384
4133
$593K ﹤0.01%
58,097
+12,073
4134
$593K ﹤0.01%
35,828
-14,766
4135
$591K ﹤0.01%
228,186
-16,460
4136
$591K ﹤0.01%
38,768
+3,945
4137
$590K ﹤0.01%
17,707
-5,126
4138
$590K ﹤0.01%
53,459
+536
4139
$589K ﹤0.01%
60,043
+29,090
4140
$588K ﹤0.01%
11,004
+1,762
4141
$588K ﹤0.01%
31,786
-20,787
4142
$587K ﹤0.01%
1,316
+468
4143
$587K ﹤0.01%
+10,645
4144
$586K ﹤0.01%
24,638
-4,838
4145
$586K ﹤0.01%
24,367
-87,246
4146
$586K ﹤0.01%
45,976
+6,600
4147
$585K ﹤0.01%
11,760
-964
4148
$583K ﹤0.01%
8,921
+1,188
4149
$582K ﹤0.01%
37,480
-15,360
4150
$582K ﹤0.01%
29,001
+7,667
164 165
166
167 168