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
2851
$4.3M ﹤0.01%
220,962
+78,632
2852
$4.29M ﹤0.01%
166,392
-304,823
2853
$4.29M ﹤0.01%
187,087
-106,615
2854
$4.29M ﹤0.01%
253,947
-2,137
2855
$4.29M ﹤0.01%
92,779
+8,699
2856
$4.29M ﹤0.01%
541,692
+86,421
2857
$4.28M ﹤0.01%
127,897
+21,257
2858
$4.28M ﹤0.01%
90,212
-35,830
2859
$4.28M ﹤0.01%
505,782
-121,883
2860
$4.28M ﹤0.01%
156,102
+17,166
2861
$4.28M ﹤0.01%
153,422
+130,422
2862
$4.28M ﹤0.01%
167,603
+16,337
2863
$4.28M ﹤0.01%
298,881
+228
2864
$4.27M ﹤0.01%
182,930
+58,354
2865
$4.27M ﹤0.01%
61,062
+12,920
2866
$4.27M ﹤0.01%
56,437
+1,634
2867
$4.26M ﹤0.01%
296,040
+61,031
2868
$4.26M ﹤0.01%
217,170
+13,320
2869
$4.26M ﹤0.01%
206,737
-183,756
2870
$4.26M ﹤0.01%
325,194
+82,300
2871
$4.26M ﹤0.01%
957,306
-206,777
2872
$4.25M ﹤0.01%
86,380
-157,947
2873
$4.25M ﹤0.01%
80,950
+9,618
2874
$4.24M ﹤0.01%
658,652
-912,810
2875
$4.24M ﹤0.01%
171,188
+22,346
113 114
115
116 117