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
4551
– –
0
4552
$315K ﹤0.01%
10,109
-21,986
4553
$314K ﹤0.01%
7,797
-3,357
4554
$313K ﹤0.01%
4,800
4555
$313K ﹤0.01%
16,480
-3,910
4556
$312K ﹤0.01%
11,667
-8,717
4557
$311K ﹤0.01%
25,460
+2,267
4558
$311K ﹤0.01%
24,363
+4,037
4559
$310K ﹤0.01%
21,776
+937
4560
$308K ﹤0.01%
370
-1,431
4561
$307K ﹤0.01%
10,404
-9,836
4562
$307K ﹤0.01%
+4,161
4563
$307K ﹤0.01%
20,534
+9,283
4564
$307K ﹤0.01%
+24,545
4565
$306K ﹤0.01%
16,266
-111,020
4566
$306K ﹤0.01%
10,357
4567
$306K ﹤0.01%
20,318
+2,009
4568
$305K ﹤0.01%
19,908
-393
4569
$304K ﹤0.01%
13,153
-2,074
4570
$304K ﹤0.01%
47,289
+16,560
4571
$304K ﹤0.01%
15,417
-89,774
4572
$304K ﹤0.01%
5,342
+2,467
4573
$303K ﹤0.01%
28,248
-59,730
4574
$303K ﹤0.01%
19,529
+291
4575
$302K ﹤0.01%
+34,873
181 182
183
184 185