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
5001
$94K ﹤0.01%
24,036
-2
5002
$94K ﹤0.01%
70,278
-29,943
5003
$93K ﹤0.01%
71,841
+29,695
5004
$93K ﹤0.01%
+25,134
5005
$93K ﹤0.01%
20,055
-18,595
5006
$92K ﹤0.01%
10,044
-2,459
5007
$92K ﹤0.01%
+329
5008
$91K ﹤0.01%
51,981
-11,915
5009
$91K ﹤0.01%
26,761
-16,868
5010
$91K ﹤0.01%
14,914
-11,797
5011
$91K ﹤0.01%
22,134
-31,427
5012
$91K ﹤0.01%
19,298
-288
5013
$90K ﹤0.01%
42,258
-5,767
5014
$89K ﹤0.01%
1,935
-1,279
5015
$89K ﹤0.01%
+12,161
5016
$88K ﹤0.01%
38,183
-3,297
5017
$88K ﹤0.01%
22,042
+4,899
5018
$87K ﹤0.01%
1,610
-831
5019
$87K ﹤0.01%
1,591
-750
5020
$87K ﹤0.01%
49,034
-176,392
5021
$86K ﹤0.01%
+10,056
5022
$86K ﹤0.01%
+12,229
5023
$86K ﹤0.01%
50,654
-131
5024
$85K ﹤0.01%
3,290
-1,364
5025
$84K ﹤0.01%
27,052
+729
199 200
201
202 203