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
3026
$3.55M ﹤0.01%
175,300
+2,387
3027
$3.55M ﹤0.01%
150,238
+100,712
3028
$3.55M ﹤0.01%
177,468
+89,780
3029
$3.55M ﹤0.01%
236,313
-27,119
3030
$3.54M ﹤0.01%
804,693
+19,980
3031
$3.53M ﹤0.01%
129,923
+101,262
3032
$3.53M ﹤0.01%
81,346
+4,436
3033
$3.53M ﹤0.01%
249,123
-1,271
3034
$3.53M ﹤0.01%
230,896
+18,005
3035
$3.53M ﹤0.01%
65,853
-130,751
3036
$3.52M ﹤0.01%
247,559
-4,519
3037
$3.51M ﹤0.01%
90,725
-65,018
3038
$3.51M ﹤0.01%
100,384
+38,646
3039
$3.51M ﹤0.01%
280,362
-133,748
3040
$3.51M ﹤0.01%
134,625
+791
3041
$3.5M ﹤0.01%
145,558
+27,633
3042
$3.5M ﹤0.01%
308,580
+5,561
3043
$3.5M ﹤0.01%
96,337
-68,261
3044
$3.49M ﹤0.01%
192,248
-209
3045
$3.49M ﹤0.01%
314,633
-34,540
3046
$3.49M ﹤0.01%
283,191
+121,846
3047
$3.49M ﹤0.01%
126,836
-93,457
3048
$3.49M ﹤0.01%
36,719
+25,623
3049
$3.48M ﹤0.01%
171,860
-117,789
3050
$3.48M ﹤0.01%
125,255
-554,120
120 121
122
123 124