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
3051
$3.48M ﹤0.01%
236,951
-108,868
3052
$3.48M ﹤0.01%
139,484
+27,325
3053
$3.48M ﹤0.01%
133,356
+15,428
3054
$3.47M ﹤0.01%
63,502
-29,271
3055
$3.44M ﹤0.01%
224,903
-29,846
3056
$3.44M ﹤0.01%
92,673
+46,076
3057
$3.43M ﹤0.01%
60,192
+53,642
3058
$3.43M ﹤0.01%
+174,431
3059
$3.42M ﹤0.01%
77,290
+67,498
3060
$3.42M ﹤0.01%
180,703
-46,476
3061
$3.42M ﹤0.01%
307,696
-968,908
3062
$3.4M ﹤0.01%
152,947
+1,393
3063
$3.4M ﹤0.01%
10,773
+5,859
3064
$3.39M ﹤0.01%
268,893
+16,543
3065
$3.39M ﹤0.01%
142,379
-33,072
3066
$3.39M ﹤0.01%
220,839
+69,623
3067
$3.38M ﹤0.01%
61,967
-964
3068
$3.38M ﹤0.01%
413,104
-758,091
3069
$3.38M ﹤0.01%
99,277
+35,369
3070
$3.38M ﹤0.01%
57,267
+19,973
3071
$3.38M ﹤0.01%
112,867
-24,625
3072
$3.37M ﹤0.01%
126,283
-59,577
3073
$3.37M ﹤0.01%
152,774
+6,810
3074
$3.37M ﹤0.01%
72,565
+14,833
3075
$3.36M ﹤0.01%
15
+13
121 122
123
124 125