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
4276
$487K ﹤0.01%
24,500
+2,491
4277
$483K ﹤0.01%
29,049
+546
4278
$480K ﹤0.01%
30,700
-64,441
4279
$480K ﹤0.01%
8,849
+2,225
4280
$480K ﹤0.01%
23,246
+4,555
4281
$479K ﹤0.01%
14,422
-36,133
4282
$479K ﹤0.01%
15,102
-10,437
4283
$478K ﹤0.01%
17,827
-29,287
4284
$478K ﹤0.01%
+8,031
4285
$478K ﹤0.01%
11,948
-62,257
4286
$477K ﹤0.01%
26,575
-18,906
4287
$477K ﹤0.01%
101,412
+52,074
4288
$476K ﹤0.01%
+35,999
4289
$476K ﹤0.01%
78,851
-4,752
4290
$475K ﹤0.01%
39,166
+21,726
4291
$474K ﹤0.01%
35,298
-5,721
4292
$474K ﹤0.01%
32,318
-5,974
4293
$473K ﹤0.01%
+41,168
4294
$473K ﹤0.01%
34,437
-55,125
4295
$472K ﹤0.01%
13,987
+1,583
4296
$472K ﹤0.01%
16,220
+1,220
4297
$471K ﹤0.01%
51,224
-604
4298
$471K ﹤0.01%
6,967
+1,778
4299
$471K ﹤0.01%
+79,155
4300
$469K ﹤0.01%
65,000
+22,297
170 171
172
173 174