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
4876
$163K ﹤0.01%
14,301
-94,004
4877
$163K ﹤0.01%
41,679
-5,510
4878
$162K ﹤0.01%
16,806
-2,207
4879
$162K ﹤0.01%
+12,272
4880
$161K ﹤0.01%
11,893
-3,590
4881
$161K ﹤0.01%
3,878
+1,465
4882
$161K ﹤0.01%
208
-1,214
4883
$161K ﹤0.01%
12,727
-49,501
4884
$159K ﹤0.01%
12,229
-19,831
4885
$157K ﹤0.01%
87,095
-26,872
4886
$157K ﹤0.01%
+10,241
4887
$156K ﹤0.01%
22,634
-8,398
4888
$156K ﹤0.01%
25,942
+1,385
4889
$155K ﹤0.01%
26,940
+16,538
4890
$154K ﹤0.01%
14,150
-22,156
4891
$154K ﹤0.01%
22,478
-1,653
4892
$154K ﹤0.01%
10,845
+216
4893
$153K ﹤0.01%
45,000
4894
$152K ﹤0.01%
15,931
+3,150
4895
$151K ﹤0.01%
22,924
+5,428
4896
$151K ﹤0.01%
42,969
-11,631
4897
$149K ﹤0.01%
12,500
-1,483
4898
$149K ﹤0.01%
40,488
-13,305
4899
$149K ﹤0.01%
39,162
+23,092
4900
$149K ﹤0.01%
45,220
-35,690
194 195
196
197 198