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
4451
$371K ﹤0.01%
9,807
+1,685
4452
$371K ﹤0.01%
27,387
+3,601
4453
$371K ﹤0.01%
42,769
+1,254
4454
$371K ﹤0.01%
40,231
+12,058
4455
$369K ﹤0.01%
12,018
+8,080
4456
$367K ﹤0.01%
78,954
+26,491
4457
$366K ﹤0.01%
45,586
+4,743
4458
$366K ﹤0.01%
22,605
-25,901
4459
$365K ﹤0.01%
794,121
+613,008
4460
$365K ﹤0.01%
35,029
-5,895
4461
$365K ﹤0.01%
27,575
-61,732
4462
– –
0
4463
$362K ﹤0.01%
26,923
+10,341
4464
$362K ﹤0.01%
12,985
-8,925
4465
$362K ﹤0.01%
26,859
-1,387
4466
$362K ﹤0.01%
23,800
-1,300
4467
$362K ﹤0.01%
16,317
-2,154
4468
$361K ﹤0.01%
20,556
+7,295
4469
– –
0
4470
$359K ﹤0.01%
+179
4471
$359K ﹤0.01%
50,907
-3,987
4472
$359K ﹤0.01%
46,660
+15,000
4473
$359K ﹤0.01%
+29,649
4474
$359K ﹤0.01%
29,657
+8,271
4475
$359K ﹤0.01%
1,629
-1,406
177 178
179
180 181