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
4926
$132K ﹤0.01%
10,095
-2,386
4927
$132K ﹤0.01%
+31,322
4928
$131K ﹤0.01%
17,678
+5,078
4929
$131K ﹤0.01%
596
+291
4930
$131K ﹤0.01%
8,612
-3,236
4931
$130K ﹤0.01%
11,000
4932
$130K ﹤0.01%
+11,414
4933
$129K ﹤0.01%
61,925
+34,408
4934
$129K ﹤0.01%
24,560
-998
4935
$128K ﹤0.01%
+5,141
4936
– –
0
4937
$128K ﹤0.01%
42,373
+10,866
4938
$127K ﹤0.01%
17,843
-1,992
4939
$126K ﹤0.01%
16,609
-4,728
4940
$126K ﹤0.01%
72,672
+16,808
4941
$126K ﹤0.01%
13,399
-1,916
4942
$125K ﹤0.01%
15,904
-10,542
4943
$124K ﹤0.01%
17,200
4944
$123K ﹤0.01%
13,227
+518
4945
$123K ﹤0.01%
32,348
+7,940
4946
$122K ﹤0.01%
+29,137
4947
$122K ﹤0.01%
+26,444
4948
$122K ﹤0.01%
34,004
-23
4949
$121K ﹤0.01%
62
+25
4950
$121K ﹤0.01%
50,166
+22,551
196 197
198
199 200