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
3426
$2.28M ﹤0.01%
58,406
+1,929
3427
$2.28M ﹤0.01%
84,270
+1,750
3428
$2.28M ﹤0.01%
45,534
-11,215
3429
$2.28M ﹤0.01%
3,879
-1,453
3430
$2.27M ﹤0.01%
183,798
+12,232
3431
$2.27M ﹤0.01%
106,175
+2,806
3432
$2.27M ﹤0.01%
175,209
+24,296
3433
$2.27M ﹤0.01%
45,199
+2,381
3434
$2.26M ﹤0.01%
158,413
-1,012
3435
$2.26M ﹤0.01%
62,630
-15,026
3436
$2.26M ﹤0.01%
85,451
-25,393
3437
$2.26M ﹤0.01%
272,794
-149,921
3438
$2.25M ﹤0.01%
74,720
+62,152
3439
$2.25M ﹤0.01%
36,689
-2,777
3440
$2.24M ﹤0.01%
199,170
+111,126
3441
$2.24M ﹤0.01%
60,300
-68,477
3442
$2.24M ﹤0.01%
119,508
+62,956
3443
$2.24M ﹤0.01%
69,641
-66,512
3444
$2.24M ﹤0.01%
294,039
-18,675
3445
$2.23M ﹤0.01%
172,212
+151,662
3446
$2.23M ﹤0.01%
257,513
+211,250
3447
$2.23M ﹤0.01%
192,546
+20,207
3448
$2.23M ﹤0.01%
675,739
-22,950
3449
$2.23M ﹤0.01%
73,029
-7,253
3450
$2.23M ﹤0.01%
61,197
+37,565
136 137
138
139 140