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
4201
$538K ﹤0.01%
16,075
-890
4202
$537K ﹤0.01%
31,261
+7,406
4203
$536K ﹤0.01%
14,984
+6,514
4204
$536K ﹤0.01%
30,043
-139,825
4205
$535K ﹤0.01%
31,765
-62,411
4206
$533K ﹤0.01%
69,414
-22,424
4207
$533K ﹤0.01%
20,653
-33,870
4208
$533K ﹤0.01%
17,601
+8,476
4209
$533K ﹤0.01%
1,366
-390
4210
$531K ﹤0.01%
28,554
-6,966
4211
$531K ﹤0.01%
25,373
-30,317
4212
$529K ﹤0.01%
40,394
-640
4213
$528K ﹤0.01%
19,524
-6,084
4214
$527K ﹤0.01%
18,839
-353
4215
$527K ﹤0.01%
33,612
-12,145
4216
$526K ﹤0.01%
53,220
+2,692
4217
$525K ﹤0.01%
37,508
-784
4218
$524K ﹤0.01%
170,329
+147,392
4219
$523K ﹤0.01%
9,872
-1,725
4220
$520K ﹤0.01%
44,063
+21,901
4221
$520K ﹤0.01%
46,011
-23,657
4222
$519K ﹤0.01%
28,112
+14,578
4223
$518K ﹤0.01%
30,785
-12,969
4224
$518K ﹤0.01%
25,202
+15,654
4225
$517K ﹤0.01%
20,654
-1,369
167 168
169
170 171