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
4351
$432K ﹤0.01%
51,340
+31,579
4352
$431K ﹤0.01%
16,990
+3,650
4353
$431K ﹤0.01%
48,248
-7,552
4354
$430K ﹤0.01%
193,191
-5,738
4355
$430K ﹤0.01%
77,892
+61,478
4356
$430K ﹤0.01%
6,355
-214
4357
$429K ﹤0.01%
166,624
+130,712
4358
$427K ﹤0.01%
9,449
-460
4359
$426K ﹤0.01%
+1,211
4360
$426K ﹤0.01%
46,317
+1,698
4361
$425K ﹤0.01%
25,840
-7,403
4362
$425K ﹤0.01%
59,085
-97,011
4363
$425K ﹤0.01%
27,492
+4,563
4364
$424K ﹤0.01%
8,441
-9,045
4365
$423K ﹤0.01%
19,941
-636,851
4366
$421K ﹤0.01%
15,713
-427
4367
$421K ﹤0.01%
9,126
+3,088
4368
$421K ﹤0.01%
49,264
+18,296
4369
$421K ﹤0.01%
28,392
+13,256
4370
$420K ﹤0.01%
17,961
-7,191
4371
$419K ﹤0.01%
27,544
-195,280
4372
$419K ﹤0.01%
48,949
+8,106
4373
$418K ﹤0.01%
31,146
+2,199
4374
$415K ﹤0.01%
74,230
+22,173
4375
$414K ﹤0.01%
2,127
+481
173 174
175
176 177