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
$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
2776
$4.68M ﹤0.01%
195,867
+4,113
2777
$4.67M ﹤0.01%
255,473
-36,437
2778
$4.66M ﹤0.01%
20,673
+4,621
2779
$4.66M ﹤0.01%
181,219
-15,431
2780
$4.65M ﹤0.01%
98,694
+17,173
2781
$4.64M ﹤0.01%
274,043
-6,426
2782
$4.64M ﹤0.01%
65,683
+11,723
2783
$4.63M ﹤0.01%
48,559
+5,625
2784
$4.61M ﹤0.01%
240,396
+50,840
2785
$4.6M ﹤0.01%
379,510
-87,259
2786
$4.6M ﹤0.01%
339,029
+10,181
2787
$4.59M ﹤0.01%
210,137
+168,602
2788
$4.59M ﹤0.01%
295,478
-89,560
2789
$4.59M ﹤0.01%
117,683
+48,071
2790
$4.58M ﹤0.01%
273,384
+270,319
2791
$4.57M ﹤0.01%
365,288
-190,676
2792
$4.57M ﹤0.01%
586,195
-59,027
2793
$4.57M ﹤0.01%
748,018
-3,826
2794
$4.57M ﹤0.01%
64,583
-11,827
2795
$4.57M ﹤0.01%
325,417
-27,167
2796
$4.56M ﹤0.01%
374,502
+2,567
2797
$4.56M ﹤0.01%
94,073
+434
2798
$4.55M ﹤0.01%
421,258
-6,704
2799
$4.55M ﹤0.01%
79,387
+34,166
2800
$4.54M ﹤0.01%
609,742
+2,160
110 111
112
113 114