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
2626
$5.53M ﹤0.01%
97,617
-208,148
2627
$5.53M ﹤0.01%
1,084,189
-44,506
2628
$5.53M ﹤0.01%
44,681
-4,262
2629
$5.52M ﹤0.01%
969,806
+941
2630
$5.51M ﹤0.01%
424,895
+4,482
2631
$5.5M ﹤0.01%
116,521
-11,846
2632
$5.5M ﹤0.01%
53,764
-17,228
2633
$5.5M ﹤0.01%
241,594
+33,672
2634
$5.5M ﹤0.01%
256,076
+77,232
2635
$5.5M ﹤0.01%
550,354
+537,925
2636
$5.48M ﹤0.01%
173,104
-41,300
2637
$5.48M ﹤0.01%
143,867
-11,564
2638
$5.47M ﹤0.01%
364,284
+31,212
2639
$5.47M ﹤0.01%
377,526
-66,052
2640
– –
0
2641
$5.46M ﹤0.01%
196,930
-3,688
2642
$5.45M ﹤0.01%
293,879
+166,418
2643
$5.45M ﹤0.01%
712,395
+213,622
2644
$5.45M ﹤0.01%
84,511
+42,117
2645
$5.44M ﹤0.01%
117,366
-300,519
2646
$5.44M ﹤0.01%
87,429
+17,380
2647
$5.43M ﹤0.01%
107,448
+1,212
2648
$5.42M ﹤0.01%
282,019
+15,122
2649
$5.42M ﹤0.01%
196,789
-65,308
2650
$5.42M ﹤0.01%
135,910
-58,053
104 105
106
107 108