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
3551
$1.98M ﹤0.01%
46,931
+1,845
3552
$1.98M ﹤0.01%
6,086
-1,807
3553
$1.97M ﹤0.01%
364,881
-146,894
3554
$1.97M ﹤0.01%
63,130
-85,422
3555
$1.97M ﹤0.01%
54,910
-106,138
3556
$1.97M ﹤0.01%
43,088
-25,751
3557
$1.97M ﹤0.01%
215,980
-112,510
3558
$1.97M ﹤0.01%
123,256
-18,463
3559
$1.97M ﹤0.01%
970,167
+196,282
3560
$1.97M ﹤0.01%
49,674
+9,039
3561
$1.97M ﹤0.01%
135,496
+1,996
3562
$1.97M ﹤0.01%
153,033
+132,504
3563
$1.97M ﹤0.01%
31,866
-40,153
3564
$1.97M ﹤0.01%
137,257
+8,747
3565
$1.97M ﹤0.01%
65,624
+40,004
3566
$1.96M ﹤0.01%
93,194
+22,659
3567
$1.96M ﹤0.01%
102,515
+9,927
3568
$1.96M ﹤0.01%
55,230
+19,662
3569
$1.96M ﹤0.01%
47,302
+10,724
3570
$1.96M ﹤0.01%
24,178
-172,365
3571
$1.95M ﹤0.01%
38,383
+15,772
3572
$1.95M ﹤0.01%
48,842
-17,211
3573
$1.95M ﹤0.01%
82,539
-122,124
3574
$1.95M ﹤0.01%
134,258
-104,396
3575
$1.95M ﹤0.01%
34,576
+56
141 142
143
144 145