Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289B
AUM Growth
+$17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,088
New
Increased
Reduced
Closed

Top Buys

1
+$2.7B
2
+$2.39B
3
+$1.95B
4
WFC icon
Wells Fargo
WFC
+$1.03B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.03B

Top Sells

1
+$546M
2
+$274M
3
+$273M
4
HD icon
Home Depot
HD
+$257M
5
PGR icon
Progressive
PGR
+$246M

Sector Composition

1 Healthcare 10.62%
2 Financials 8.84%
3 Technology 8.38%
4 Consumer Discretionary 7.16%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$6.26M ﹤0.01%
617,095
-245,573
2527
$6.25M ﹤0.01%
206,738
+130,314
2528
$6.25M ﹤0.01%
115,682
+75,123
2529
$6.25M ﹤0.01%
116,022
+8,976
2530
$6.24M ﹤0.01%
706,063
+85,782
2531
$6.23M ﹤0.01%
386,341
+33,206
2532
$6.21M ﹤0.01%
241,543
+48,930
2533
$6.21M ﹤0.01%
537,266
-77,290
2534
$6.19M ﹤0.01%
92,328
-94,486
2535
$6.18M ﹤0.01%
149,823
+834
2536
$6.17M ﹤0.01%
434,814
+213,002
2537
$6.17M ﹤0.01%
738,570
-207,533
2538
$6.17M ﹤0.01%
154,869
-17,017
2539
$6.17M ﹤0.01%
79,177
+11,784
2540
$6.16M ﹤0.01%
154,988
+49,724
2541
$6.15M ﹤0.01%
407,341
-71,485
2542
$6.14M ﹤0.01%
115,519
+26,392
2543
$6.11M ﹤0.01%
209,280
+23,333
2544
$6.11M ﹤0.01%
255,825
+159,470
2545
$6.1M ﹤0.01%
114,896
+1,446
2546
$6.1M ﹤0.01%
222,071
+10,705
2547
$6.1M ﹤0.01%
107,030
-12,279
2548
$6.09M ﹤0.01%
154,674
+85,222
2549
$6.08M ﹤0.01%
286,962
+6,959
2550
$6.07M ﹤0.01%
45,180
-5,227
100 101
102
103 104