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
4826
$190K ﹤0.01%
14,414
-127,159
4827
$188K ﹤0.01%
+10,666
4828
$188K ﹤0.01%
+162
4829
$188K ﹤0.01%
+25,950
4830
$188K ﹤0.01%
15,014
-29,811
4831
$187K ﹤0.01%
83,408
-24,725
4832
$187K ﹤0.01%
4,908
+2,365
4833
$187K ﹤0.01%
+20,100
4834
$187K ﹤0.01%
10,465
-5,050
4835
$187K ﹤0.01%
+10,197
4836
$186K ﹤0.01%
+10,957
4837
$185K ﹤0.01%
+15,015
4838
$185K ﹤0.01%
26,737
-92,487
4839
$184K ﹤0.01%
+333
4840
$183K ﹤0.01%
100,645
+10,801
4841
$182K ﹤0.01%
30,378
-13,917
4842
$181K ﹤0.01%
57,127
+19,342
4843
$179K ﹤0.01%
20,550
-2,000
4844
$179K ﹤0.01%
11,229
-508
4845
$179K ﹤0.01%
46
+21
4846
$179K ﹤0.01%
28,271
-28,604
4847
$178K ﹤0.01%
63
+3
4848
$178K ﹤0.01%
10,660
-146,540
4849
$177K ﹤0.01%
72,523
+3,189
4850
$177K ﹤0.01%
30,903
-34,911
192 193
194
195 196