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
3301
$2.6M ﹤0.01%
364,237
+147,476
3302
$2.6M ﹤0.01%
138,961
-63,912
3303
$2.6M ﹤0.01%
150,388
-32,124
3304
$2.59M ﹤0.01%
64,976
-37,923
3305
$2.59M ﹤0.01%
30,786
-1,887
3306
$2.58M ﹤0.01%
157,988
+74,721
3307
$2.58M ﹤0.01%
233,584
-2,336
3308
$2.58M ﹤0.01%
156,372
+97,694
3309
$2.57M ﹤0.01%
420,128
+247,268
3310
$2.56M ﹤0.01%
181,548
+84,128
3311
$2.56M ﹤0.01%
96,410
-2,301
3312
$2.56M ﹤0.01%
101,045
+13,850
3313
$2.56M ﹤0.01%
161,552
+2,033
3314
$2.56M ﹤0.01%
79,945
+12,576
3315
$2.56M ﹤0.01%
328,489
-22,414
3316
$2.56M ﹤0.01%
54,309
-132,586
3317
$2.56M ﹤0.01%
333,255
+19,344
3318
$2.55M ﹤0.01%
168,895
-59,038
3319
$2.55M ﹤0.01%
8,930
+6,513
3320
$2.55M ﹤0.01%
2,814
+754
3321
$2.54M ﹤0.01%
178,644
+70,182
3322
$2.54M ﹤0.01%
59,987
+4,852
3323
$2.53M ﹤0.01%
95,161
-126,261
3324
$2.53M ﹤0.01%
311,657
+69,359
3325
$2.53M ﹤0.01%
133,824
-3,131
131 132
133
134 135