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
4951
$121K ﹤0.01%
+13,367
4952
$121K ﹤0.01%
24,721
-461,623
4953
$121K ﹤0.01%
13,794
+1,909
4954
$120K ﹤0.01%
15,376
+2,955
4955
$120K ﹤0.01%
3,456
-3,072
4956
$119K ﹤0.01%
13,304
-1,392
4957
$118K ﹤0.01%
13,893
-1,036
4958
$117K ﹤0.01%
24,228
+5,232
4959
$116K ﹤0.01%
+15,947
4960
$116K ﹤0.01%
37,948
+20,266
4961
$116K ﹤0.01%
67,537
+34,714
4962
$114K ﹤0.01%
13,773
-2,965
4963
$113K ﹤0.01%
15,296
-63,239
4964
$113K ﹤0.01%
+5,400
4965
$113K ﹤0.01%
8,024
-2,498
4966
$112K ﹤0.01%
15,905
-15,826
4967
$112K ﹤0.01%
19,460
4968
$112K ﹤0.01%
15,113
-3,114
4969
$111K ﹤0.01%
+19,300
4970
$110K ﹤0.01%
45,893
-433,632
4971
$110K ﹤0.01%
40,539
-78,998
4972
$109K ﹤0.01%
18,442
-77,092
4973
$109K ﹤0.01%
13,070
-58
4974
$109K ﹤0.01%
27,104
-460
4975
$109K ﹤0.01%
+17,014
197 198
199
200 201