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
3176
$2.95M ﹤0.01%
66,299
+59,680
3177
$2.95M ﹤0.01%
260,570
+15,144
3178
$2.95M ﹤0.01%
28,785
-14,152
3179
$2.95M ﹤0.01%
108,626
+50,567
3180
$2.94M ﹤0.01%
637,012
+268,651
3181
$2.94M ﹤0.01%
296,323
+94,502
3182
$2.94M ﹤0.01%
173,700
+50,016
3183
$2.94M ﹤0.01%
90,435
+40,678
3184
$2.93M ﹤0.01%
36,017
-13,028
3185
$2.93M ﹤0.01%
57,294
+33,883
3186
$2.93M ﹤0.01%
153,008
+48,808
3187
$2.93M ﹤0.01%
236,712
+95,716
3188
$2.92M ﹤0.01%
341,230
+5,847
3189
$2.92M ﹤0.01%
98,193
+14,608
3190
$2.92M ﹤0.01%
233,791
+67,469
3191
$2.92M ﹤0.01%
+76,381
3192
$2.92M ﹤0.01%
77,502
+73,656
3193
$2.92M ﹤0.01%
66,883
-110,727
3194
$2.92M ﹤0.01%
147,946
+39,232
3195
$2.91M ﹤0.01%
673,029
-882,264
3196
$2.91M ﹤0.01%
116,210
+573
3197
$2.91M ﹤0.01%
212,933
+20,835
3198
$2.9M ﹤0.01%
90,891
-9,719
3199
$2.9M ﹤0.01%
493,498
+4,814
3200
$2.9M ﹤0.01%
112,836
+17,171
126 127
128
129 130