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
2926
$3.96M ﹤0.01%
229,436
+1,945
2927
$3.96M ﹤0.01%
343,345
+138,321
2928
$3.95M ﹤0.01%
107,979
+23,543
2929
$3.94M ﹤0.01%
115,836
+52,458
2930
$3.92M ﹤0.01%
131,493
-93,638
2931
$3.92M ﹤0.01%
10,661
+232
2932
$3.91M ﹤0.01%
219,829
-347,704
2933
$3.9M ﹤0.01%
37,425
-24,807
2934
$3.88M ﹤0.01%
741,344
+736,044
2935
$3.88M ﹤0.01%
21,832
-41,744
2936
$3.88M ﹤0.01%
61,086
+18,753
2937
$3.88M ﹤0.01%
22,618
+11,324
2938
$3.88M ﹤0.01%
57,336
-54,144
2939
$3.88M ﹤0.01%
129,722
+40,246
2940
$3.87M ﹤0.01%
93,713
-208,909
2941
$3.87M ﹤0.01%
257,276
-207,439
2942
$3.86M ﹤0.01%
48,628
-51,117
2943
$3.86M ﹤0.01%
92,823
-9,415
2944
$3.86M ﹤0.01%
163,295
+128,810
2945
$3.86M ﹤0.01%
269,582
+33,178
2946
$3.86M ﹤0.01%
3,708,139
+773,848
2947
$3.86M ﹤0.01%
85,099
-3,279
2948
$3.85M ﹤0.01%
211,944
-19,194
2949
$3.85M ﹤0.01%
23,145
+21,469
2950
$3.85M ﹤0.01%
81,508
+20,856
116 117
118
119 120