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
4476
$358K ﹤0.01%
45,280
+4,598
4477
$357K ﹤0.01%
10,735
-38,678
4478
$357K ﹤0.01%
16,476
+1,325
4479
$357K ﹤0.01%
19,927
-9,351
4480
$357K ﹤0.01%
12,684
+10,025
4481
$357K ﹤0.01%
16,552
-85,713
4482
$356K ﹤0.01%
27,925
-4,051
4483
$356K ﹤0.01%
59,438
+40,895
4484
$356K ﹤0.01%
22,746
+1,169
4485
$355K ﹤0.01%
30,659
-11,671
4486
$355K ﹤0.01%
+39,446
4487
$354K ﹤0.01%
10,984
-6,849
4488
$354K ﹤0.01%
13,437
-37,061
4489
$353K ﹤0.01%
43,501
-14,067
4490
$352K ﹤0.01%
+48,214
4491
$351K ﹤0.01%
+7,434
4492
$351K ﹤0.01%
17,020
-23,599
4493
$350K ﹤0.01%
36,172
+14,106
4494
$350K ﹤0.01%
8,162
+506
4495
$349K ﹤0.01%
8,084
+1,933
4496
$349K ﹤0.01%
9,691
-3,621
4497
$349K ﹤0.01%
13,388
-502
4498
$349K ﹤0.01%
+27,008
4499
$347K ﹤0.01%
+995
4500
$346K ﹤0.01%
852
-100
178 179
180
181 182