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
3201
$2.9M ﹤0.01%
366,043
-39,015
3202
$2.89M ﹤0.01%
143,535
+27,470
3203
$2.89M ﹤0.01%
550,976
+286,406
3204
$2.88M ﹤0.01%
407,877
-127,050
3205
$2.88M ﹤0.01%
168,040
+129,105
3206
$2.88M ﹤0.01%
78,514
+26,344
3207
$2.88M ﹤0.01%
76,375
+14,765
3208
$2.88M ﹤0.01%
55,343
+396
3209
$2.87M ﹤0.01%
489,629
-9,581
3210
$2.87M ﹤0.01%
226,514
+95,124
3211
$2.87M ﹤0.01%
466,184
+303,010
3212
$2.87M ﹤0.01%
102,163
-12,761
3213
$2.87M ﹤0.01%
237,069
+77,509
3214
$2.85M ﹤0.01%
114,179
-15,996
3215
$2.85M ﹤0.01%
127,482
-18,210
3216
$2.85M ﹤0.01%
98,272
-18,879
3217
$2.84M ﹤0.01%
227,367
-46,380
3218
$2.84M ﹤0.01%
621,760
-463,968
3219
$2.84M ﹤0.01%
379,028
+381
3220
$2.83M ﹤0.01%
503,722
-64,022
3221
$2.83M ﹤0.01%
95,032
+60,932
3222
$2.83M ﹤0.01%
133,470
+8,206
3223
$2.82M ﹤0.01%
37,820
-21,144
3224
$2.82M ﹤0.01%
231,229
+20,144
3225
$2.81M ﹤0.01%
155,526
+26,086
127 128
129
130 131