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
4151
$582K ﹤0.01%
11,427
-15,496
4152
$581K ﹤0.01%
18,681
-10,670
4153
$580K ﹤0.01%
106,332
-30,455
4154
$578K ﹤0.01%
14,113
-8,630
4155
$576K ﹤0.01%
30,424
-67,401
4156
$573K ﹤0.01%
+210,017
4157
$573K ﹤0.01%
28,445
+5,066
4158
$573K ﹤0.01%
34,146
-10,247
4159
$572K ﹤0.01%
79,026
-104,924
4160
$572K ﹤0.01%
25,288
-142,877
4161
$571K ﹤0.01%
46,781
-34,300
4162
$571K ﹤0.01%
44,898
-63,658
4163
$570K ﹤0.01%
13,720
-29,216
4164
$569K ﹤0.01%
84,719
+28,226
4165
$569K ﹤0.01%
21,480
+5,898
4166
$569K ﹤0.01%
44,863
-62,121
4167
$569K ﹤0.01%
369,375
-7
4168
$567K ﹤0.01%
36,794
-15,352
4169
$566K ﹤0.01%
13,019
-827
4170
$566K ﹤0.01%
23,995
-11,255
4171
$566K ﹤0.01%
76,711
+9,066
4172
$565K ﹤0.01%
29,906
-7,122
4173
$565K ﹤0.01%
13,451
-2,160
4174
$564K ﹤0.01%
32,024
+3,816
4175
$564K ﹤0.01%
46,251
-6,745
165 166
167
168 169