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
4301
$469K ﹤0.01%
15,720
-4,922
4302
$469K ﹤0.01%
50,013
-7,938
4303
$469K ﹤0.01%
12,869
-620
4304
$467K ﹤0.01%
+18,818
4305
$467K ﹤0.01%
48,350
-14,628
4306
$465K ﹤0.01%
76,877
+8,365
4307
$464K ﹤0.01%
32,425
-8,985
4308
$463K ﹤0.01%
20,904
+3,260
4309
$463K ﹤0.01%
38,114
-33,162
4310
$462K ﹤0.01%
15,595
-198,647
4311
$462K ﹤0.01%
23,486
+11,011
4312
$460K ﹤0.01%
3,661
+1,402
4313
$459K ﹤0.01%
29,794
+6,463
4314
$459K ﹤0.01%
12,428
+6,161
4315
$458K ﹤0.01%
31,062
-9,232
4316
$458K ﹤0.01%
19,521
+8,330
4317
$457K ﹤0.01%
48,156
+36,056
4318
$457K ﹤0.01%
8,926
-2,071
4319
$455K ﹤0.01%
17,100
+9,057
4320
$455K ﹤0.01%
80,894
-1,801
4321
$455K ﹤0.01%
+202
4322
$454K ﹤0.01%
13,794
-26,177
4323
$454K ﹤0.01%
86,734
+1,795
4324
$453K ﹤0.01%
17,201
-4,971
4325
$453K ﹤0.01%
65,306
-16,226
171 172
173
174 175