Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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
+24.8%
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
5,613
New
Increased
Reduced
Closed

Top Buys

1
+$2.35B
2
+$1.03B
3
+$410M
4
BX icon
Blackstone
BX
+$350M
5
WFC icon
Wells Fargo
WFC
+$334M

Top Sells

1
+$723M
2
+$637M
3
+$346M
4
CRM icon
Salesforce
CRM
+$330M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$310M

Sector Composition

1 Financials 8.93%
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
5001
$96K ﹤0.01%
10,000
-1
5002
$95K ﹤0.01%
15,511
+5,461
5003
$94K ﹤0.01%
24,036
-2
5004
$94K ﹤0.01%
70,278
-29,943
5005
$93K ﹤0.01%
71,841
+29,695
5006
$93K ﹤0.01%
+25,134
5007
$93K ﹤0.01%
20,055
-18,595
5008
$92K ﹤0.01%
10,044
-2,459
5009
$92K ﹤0.01%
+329
5010
$91K ﹤0.01%
51,981
-11,915
5011
$91K ﹤0.01%
26,761
-16,868
5012
$91K ﹤0.01%
14,914
-11,797
5013
$91K ﹤0.01%
22,134
-31,427
5014
$91K ﹤0.01%
19,298
-288
5015
$90K ﹤0.01%
42,258
-5,767
5016
$89K ﹤0.01%
1,935
-1,279
5017
$89K ﹤0.01%
+12,161
5018
$88K ﹤0.01%
38,183
-3,297
5019
$88K ﹤0.01%
22,042
+4,899
5020
$87K ﹤0.01%
1,610
-831
5021
$87K ﹤0.01%
1,591
-750
5022
$87K ﹤0.01%
49,034
-176,392
5023
$86K ﹤0.01%
+12,229
5024
$86K ﹤0.01%
+10,056
5025
$86K ﹤0.01%
50,654
-131
199 200
201
202 203