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
3501
$2.1M ﹤0.01%
286,420
+133,370
3502
$2.1M ﹤0.01%
38,612
+859
3503
$2.09M ﹤0.01%
174,326
+133,979
3504
$2.09M ﹤0.01%
116,943
+80,792
3505
$2.09M ﹤0.01%
8,488
+3,836
3506
$2.09M ﹤0.01%
142,945
-3,796
3507
$2.09M ﹤0.01%
35,775
-260,086
3508
$2.08M ﹤0.01%
43,641
+14,469
3509
$2.08M ﹤0.01%
1,263,011
-1,676,410
3510
$2.08M ﹤0.01%
323,982
+5,293
3511
$2.08M ﹤0.01%
455,443
-106,930
3512
$2.08M ﹤0.01%
520,442
+37,704
3513
$2.07M ﹤0.01%
26,245
+20,339
3514
$2.07M ﹤0.01%
86,795
+79,583
3515
$2.07M ﹤0.01%
83,579
+13,610
3516
$2.06M ﹤0.01%
40,680
+1,415
3517
$2.06M ﹤0.01%
35,518
-6,359
3518
$2.06M ﹤0.01%
80,212
-13,264
3519
$2.06M ﹤0.01%
131,769
-4,088
3520
$2.06M ﹤0.01%
48,860
+23,969
3521
$2.06M ﹤0.01%
57,905
+22,335
3522
$2.06M ﹤0.01%
85,800
-5,703
3523
$2.05M ﹤0.01%
36,604
-59,344
3524
$2.04M ﹤0.01%
75,397
+4,754
3525
$2.04M ﹤0.01%
168,642
+139,670
139 140
141
142 143