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
3276
$2.66M ﹤0.01%
78,015
+7,990
3277
$2.66M ﹤0.01%
6,682
-7,676
3278
$2.66M ﹤0.01%
43,311
+17,608
3279
$2.66M ﹤0.01%
71,808
+30,349
3280
$2.66M ﹤0.01%
81,943
-5,396
3281
$2.66M ﹤0.01%
106,555
-29,176
3282
$2.64M ﹤0.01%
28,506
-54,749
3283
$2.64M ﹤0.01%
265,069
+217,237
3284
$2.64M ﹤0.01%
104,966
-14,462
3285
$2.64M ﹤0.01%
107,244
+34,788
3286
$2.64M ﹤0.01%
93,418
-19,143
3287
$2.63M ﹤0.01%
172,919
-17,261
3288
$2.63M ﹤0.01%
251,409
-257,763
3289
$2.63M ﹤0.01%
175,774
-99,715
3290
$2.63M ﹤0.01%
26,131
+571
3291
$2.62M ﹤0.01%
223,982
-161,772
3292
$2.62M ﹤0.01%
108,818
+6,196
3293
$2.62M ﹤0.01%
78,640
-29,592
3294
$2.62M ﹤0.01%
43,643
+200
3295
$2.62M ﹤0.01%
39,362
-25,055
3296
$2.62M ﹤0.01%
148,429
-74,375
3297
$2.62M ﹤0.01%
105,289
+7,651
3298
$2.62M ﹤0.01%
+121,721
3299
$2.61M ﹤0.01%
945,649
+218,068
3300
$2.61M ﹤0.01%
118,052
-7,705
130 131
132
133 134