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
2576
$5.85M ﹤0.01%
66,876
-43,613
2577
$5.85M ﹤0.01%
185,032
+86,612
2578
$5.84M ﹤0.01%
112,255
-62,424
2579
$5.84M ﹤0.01%
1,184,521
-195,727
2580
$5.82M ﹤0.01%
211,443
-83,871
2581
$5.82M ﹤0.01%
306,884
-12,914
2582
$5.8M ﹤0.01%
71,123
-7,080
2583
$5.79M ﹤0.01%
51,508
-8,083
2584
$5.79M ﹤0.01%
134,342
+20,300
2585
$5.77M ﹤0.01%
159,249
+72,131
2586
$5.76M ﹤0.01%
218,502
-80,796
2587
$5.76M ﹤0.01%
350,504
+149,374
2588
$5.75M ﹤0.01%
304,177
-23,060
2589
$5.75M ﹤0.01%
118,159
-5,766
2590
$5.74M ﹤0.01%
165,634
-57,371
2591
$5.74M ﹤0.01%
112,623
+47,202
2592
$5.74M ﹤0.01%
126,642
-76,487
2593
$5.74M ﹤0.01%
172,618
+23,035
2594
$5.74M ﹤0.01%
495,034
+370,828
2595
$5.73M ﹤0.01%
204,367
-359,198
2596
$5.73M ﹤0.01%
155,587
-537,298
2597
$5.72M ﹤0.01%
323,278
-671,271
2598
$5.72M ﹤0.01%
364,788
-267,768
2599
$5.71M ﹤0.01%
468,218
-344,955
2600
$5.71M ﹤0.01%
223,520
-332,584