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
4626
$278K ﹤0.01%
16,464
-4,524
4627
$278K ﹤0.01%
18,418
-2,877
4628
$278K ﹤0.01%
19,000
-5,385
4629
$278K ﹤0.01%
17,794
-32,563
4630
$278K ﹤0.01%
6,670
-12,336
4631
$276K ﹤0.01%
33,730
-36,559
4632
$276K ﹤0.01%
13,692
-8,033
4633
$275K ﹤0.01%
25,223
+7,895
4634
$274K ﹤0.01%
9,563
-3,904
4635
$274K ﹤0.01%
+8,374
4636
$274K ﹤0.01%
19,610
-3,404
4637
$272K ﹤0.01%
1,228
-3,121
4638
$267K ﹤0.01%
5,868
-40,915
4639
$266K ﹤0.01%
137,973
-554,454
4640
$266K ﹤0.01%
35,820
-4,785
4641
$265K ﹤0.01%
16,367
-10,360
4642
$265K ﹤0.01%
18,245
-6,515
4643
$263K ﹤0.01%
+31,885
4644
$263K ﹤0.01%
8,980
+2,017
4645
$262K ﹤0.01%
22,635
+2,886
4646
$262K ﹤0.01%
28,544
-30,973
4647
$261K ﹤0.01%
+8,280
4648
$261K ﹤0.01%
7,080
-3,860
4649
$261K ﹤0.01%
19,420
+6,306
4650
$259K ﹤0.01%
25,788
+9,403
184 185
186
187 188