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
4801
$202K ﹤0.01%
6,781
-814
4802
$202K ﹤0.01%
15,525
-10,725
4803
$201K ﹤0.01%
+5,929
4804
$201K ﹤0.01%
+3,640
4805
$201K ﹤0.01%
22,683
-2,000
4806
$200K ﹤0.01%
3,251
-1,522
4807
$199K ﹤0.01%
15,435
4808
$199K ﹤0.01%
8
-2
4809
$199K ﹤0.01%
12,938
-28,398
4810
$199K ﹤0.01%
28,326
-8,962
4811
$198K ﹤0.01%
49,576
-2,090
4812
$198K ﹤0.01%
15,228
-508
4813
$197K ﹤0.01%
15,673
+5,423
4814
$196K ﹤0.01%
23,376
+19,851
4815
$196K ﹤0.01%
+48,358
4816
$196K ﹤0.01%
28,318
-2,868
4817
$195K ﹤0.01%
1,976
+751
4818
$195K ﹤0.01%
13,944
-12,951
4819
$194K ﹤0.01%
12,587
+900
4820
$193K ﹤0.01%
19,152
+884
4821
$192K ﹤0.01%
22,368
-4,402
4822
$192K ﹤0.01%
14,221
-7,758
4823
$192K ﹤0.01%
+13,498
4824
$192K ﹤0.01%
14,791
-1,769
4825
$191K ﹤0.01%
16,824
-36,509
191 192
193
194 195