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
4726
$225K ﹤0.01%
+16,769
4727
$225K ﹤0.01%
36,075
+14,475
4728
$224K ﹤0.01%
17,998
-42,541
4729
$224K ﹤0.01%
24,958
-43,023
4730
$224K ﹤0.01%
+9,177
4731
$223K ﹤0.01%
9,476
-30,524
4732
$222K ﹤0.01%
8,958
+558
4733
$222K ﹤0.01%
158,354
-53,648
4734
$222K ﹤0.01%
+4,099
4735
$221K ﹤0.01%
35,262
+6,527
4736
$220K ﹤0.01%
+11,453
4737
$220K ﹤0.01%
32,481
+1,592
4738
$220K ﹤0.01%
58,923
+15,227
4739
$220K ﹤0.01%
11,188
-2,666
4740
$219K ﹤0.01%
2,887
-2,961
4741
$219K ﹤0.01%
8,434
-1,817
4742
$219K ﹤0.01%
4,805
-1,000
4743
$218K ﹤0.01%
+7,707
4744
$218K ﹤0.01%
+18,502
4745
$218K ﹤0.01%
11,957
-6,630
4746
$218K ﹤0.01%
494,799
4747
$217K ﹤0.01%
62,270
+25,328
4748
$217K ﹤0.01%
10,867
-3,899
4749
$216K ﹤0.01%
+42,020
4750
$216K ﹤0.01%
+15,870
188 189
190
191 192