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
2801
$4.54M ﹤0.01%
46,568
-105,537
2802
$4.53M ﹤0.01%
245,074
+8,527
2803
$4.53M ﹤0.01%
67,183
+5,777
2804
$4.52M ﹤0.01%
164,316
+25,188
2805
$4.52M ﹤0.01%
125,301
+45,707
2806
$4.51M ﹤0.01%
1,676,490
+1,672,188
2807
$4.51M ﹤0.01%
83,895
+26,997
2808
$4.5M ﹤0.01%
267,483
+37,657
2809
$4.49M ﹤0.01%
125,269
+6,168
2810
$4.49M ﹤0.01%
122,582
-128,768
2811
$4.48M ﹤0.01%
1,865,290
+710,552
2812
$4.47M ﹤0.01%
927,809
-266,819
2813
$4.47M ﹤0.01%
53,916
+7,920
2814
$4.47M ﹤0.01%
346,570
+52,022
2815
$4.47M ﹤0.01%
144,243
-117,236
2816
$4.46M ﹤0.01%
351,039
+2,767
2817
$4.44M ﹤0.01%
982,152
-1,528,700
2818
$4.44M ﹤0.01%
168,571
-10,814
2819
$4.44M ﹤0.01%
229,969
-4,796
2820
$4.43M ﹤0.01%
399,704
-32,780
2821
$4.43M ﹤0.01%
296,003
+124,067
2822
$4.43M ﹤0.01%
125,354
-30,501
2823
$4.42M ﹤0.01%
188,675
-1,739
2824
$4.41M ﹤0.01%
352,435
-57,180
2825
$4.39M ﹤0.01%
632,892
+24,978
111 112
113
114 115