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
4901
$149K ﹤0.01%
56,812
-250,547
4902
$148K ﹤0.01%
14,217
4903
$146K ﹤0.01%
+14,624
4904
$146K ﹤0.01%
16,029
-10,819
4905
$146K ﹤0.01%
12,544
-1,398
4906
$145K ﹤0.01%
16,406
-8,803
4907
$144K ﹤0.01%
79,020
-3,770
4908
$143K ﹤0.01%
13,453
-10,289
4909
$142K ﹤0.01%
30,086
+458
4910
$142K ﹤0.01%
28,058
-180,134
4911
$141K ﹤0.01%
+26,750
4912
$141K ﹤0.01%
17,646
-1,501
4913
$140K ﹤0.01%
11,077
-131
4914
$139K ﹤0.01%
8,076
+2,561
4915
$139K ﹤0.01%
16,214
-18,260
4916
$138K ﹤0.01%
34,120
+7,097
4917
$138K ﹤0.01%
26,188
+6,841
4918
$137K ﹤0.01%
+11,084
4919
$137K ﹤0.01%
219,110
-46,365
4920
$137K ﹤0.01%
11,992
-8,001
4921
$135K ﹤0.01%
18,858
-38,193
4922
$135K ﹤0.01%
10,032
-5,402
4923
$134K ﹤0.01%
17,448
+3,697
4924
$133K ﹤0.01%
14,566
-31,066
4925
$132K ﹤0.01%
13,590
-1,531
195 196
197
198 199