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
4526
$329K ﹤0.01%
26,417
-33,690
4527
$329K ﹤0.01%
22,066
+7,391
4528
$326K ﹤0.01%
19,399
+9,241
4529
$326K ﹤0.01%
4,896
+862
4530
$323K ﹤0.01%
7,161
-474
4531
$323K ﹤0.01%
27,897
-35,082
4532
$323K ﹤0.01%
89,213
+8,935
4533
$323K ﹤0.01%
28,712
-13,129
4534
$322K ﹤0.01%
131
-13
4535
$321K ﹤0.01%
167,955
+101,114
4536
$321K ﹤0.01%
66,803
-57,897
4537
$320K ﹤0.01%
15,324
-6,130
4538
$320K ﹤0.01%
4,835
+764
4539
$320K ﹤0.01%
156,748
-3,463
4540
$320K ﹤0.01%
23,573
-2,840
4541
$319K ﹤0.01%
62,176
+3,400
4542
$318K ﹤0.01%
50,438
-17,234
4543
$318K ﹤0.01%
4,202
-233
4544
$318K ﹤0.01%
12,581
-2,227
4545
$317K ﹤0.01%
17,015
-8,534
4546
$317K ﹤0.01%
+24,212
4547
$317K ﹤0.01%
+9,184
4548
$317K ﹤0.01%
+14,307
4549
$316K ﹤0.01%
25,373
+9,258
4550
$316K ﹤0.01%
+47,749
180 181
182
183 184