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
4176
$563K ﹤0.01%
14,651
+576
4177
$563K ﹤0.01%
27,849
-37,389
4178
$561K ﹤0.01%
+1,790
4179
$560K ﹤0.01%
13,094
-4,402
4180
$560K ﹤0.01%
+1,971
4181
$558K ﹤0.01%
44,806
+3,821
4182
$557K ﹤0.01%
+1
4183
$557K ﹤0.01%
13,294
-12,637
4184
$556K ﹤0.01%
19,192
-2,803
4185
$556K ﹤0.01%
67,957
+24,461
4186
$556K ﹤0.01%
80,638
+6,543
4187
$555K ﹤0.01%
15,436
-855
4188
$555K ﹤0.01%
6,974
+826
4189
$554K ﹤0.01%
40,563
-55,720
4190
$552K ﹤0.01%
150,995
-121,076
4191
$551K ﹤0.01%
11,022
-7,016
4192
$548K ﹤0.01%
92,477
-111,233
4193
$545K ﹤0.01%
+7,088
4194
$544K ﹤0.01%
74,833
-104,494
4195
$544K ﹤0.01%
9,501
-27,591
4196
$543K ﹤0.01%
2,324
+388
4197
$542K ﹤0.01%
84,587
+54,273
4198
$541K ﹤0.01%
33,028
-7,686
4199
$541K ﹤0.01%
+21
4200
$540K ﹤0.01%
110,940
+4,375
166 167
168
169 170