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
3101
$3.24M ﹤0.01%
78,486
+19,232
3102
$3.24M ﹤0.01%
109,818
+34,423
3103
$3.23M ﹤0.01%
299,591
+21,163
3104
$3.23M ﹤0.01%
1,393,105
+1,086,303
3105
$3.23M ﹤0.01%
61,615
-1,960
3106
$3.23M ﹤0.01%
245,430
+33,176
3107
$3.22M ﹤0.01%
155,497
+7,667
3108
$3.22M ﹤0.01%
168,508
-14,987
3109
$3.22M ﹤0.01%
104,798
+9,826
3110
$3.22M ﹤0.01%
54,106
-98,903
3111
$3.2M ﹤0.01%
55,879
+30,669
3112
$3.2M ﹤0.01%
104,977
-117,593
3113
$3.2M ﹤0.01%
95,484
+3,569
3114
$3.19M ﹤0.01%
59,722
-17,378
3115
$3.19M ﹤0.01%
218,313
-64,294
3116
$3.19M ﹤0.01%
18,035
+2,508
3117
$3.19M ﹤0.01%
538,980
-692,674
3118
$3.18M ﹤0.01%
1,462
3119
$3.18M ﹤0.01%
93,691
-5,753
3120
$3.18M ﹤0.01%
127,924
+21,853
3121
$3.18M ﹤0.01%
45,885
+22,668
3122
$3.18M ﹤0.01%
137,525
+69,117
3123
$3.17M ﹤0.01%
99,742
+7,360
3124
$3.17M ﹤0.01%
118,558
-9,481
3125
$3.17M ﹤0.01%
190,684
+97,617
123 124
125
126 127