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
3376
$2.39M ﹤0.01%
382,426
-16,722
3377
$2.39M ﹤0.01%
95,495
+27,151
3378
$2.39M ﹤0.01%
133,739
+6,864
3379
$2.39M ﹤0.01%
176,664
+4,803
3380
$2.38M ﹤0.01%
330,890
+91,013
3381
$2.38M ﹤0.01%
65,249
-59,578
3382
$2.38M ﹤0.01%
165,843
+131
3383
$2.37M ﹤0.01%
479,181
-53,583
3384
$2.37M ﹤0.01%
50,279
-138,338
3385
$2.37M ﹤0.01%
44,153
+22,042
3386
$2.37M ﹤0.01%
7,954
+2,274
3387
$2.37M ﹤0.01%
148,867
+12,891
3388
$2.37M ﹤0.01%
41,377
-1,087
3389
$2.37M ﹤0.01%
72,608
-1,758
3390
$2.36M ﹤0.01%
49,312
-6,959
3391
$2.36M ﹤0.01%
148,051
-97,493
3392
$2.36M ﹤0.01%
239,946
-15,376
3393
$2.36M ﹤0.01%
19,663
+18,487
3394
$2.35M ﹤0.01%
46,423
+7,886
3395
$2.35M ﹤0.01%
139,022
+92,622
3396
$2.35M ﹤0.01%
67,878
+11,631
3397
$2.35M ﹤0.01%
123,889
+67,676
3398
$2.35M ﹤0.01%
110,690
+14,130
3399
$2.35M ﹤0.01%
+172,466
3400
$2.35M ﹤0.01%
+81,000
134 135
136
137 138