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
4251
$501K ﹤0.01%
22,728
-1,096
4252
$500K ﹤0.01%
21,512
-19,022
4253
$500K ﹤0.01%
+17,021
4254
$500K ﹤0.01%
55,123
-32,908
4255
$500K ﹤0.01%
3,848
+904
4256
$500K ﹤0.01%
16,273
-39
4257
$499K ﹤0.01%
16,635
+1,963
4258
$498K ﹤0.01%
32,105
+7,271
4259
$497K ﹤0.01%
+45,564
4260
$496K ﹤0.01%
55,839
-34,321
4261
$495K ﹤0.01%
71,993
+15,814
4262
$495K ﹤0.01%
164,187
-87,490
4263
$494K ﹤0.01%
8,116
+4,478
4264
$494K ﹤0.01%
38,510
-7,376
4265
$493K ﹤0.01%
+53,965
4266
$493K ﹤0.01%
30,878
-8,107
4267
$493K ﹤0.01%
37,755
+21,907
4268
$493K ﹤0.01%
41,323
+13,800
4269
$493K ﹤0.01%
24,124
-6,802
4270
$492K ﹤0.01%
16,998
-6,330
4271
$491K ﹤0.01%
16,267
-52,538
4272
$490K ﹤0.01%
59,140
+7,478
4273
$489K ﹤0.01%
21,155
-40,584
4274
$489K ﹤0.01%
85,897
-5,489
4275
$487K ﹤0.01%
215,430
-51,094
169 170
171
172 173