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
3576
$1.95M ﹤0.01%
96,163
-22,596
3577
$1.94M ﹤0.01%
1,305,734
+1,228,703
3578
$1.94M ﹤0.01%
79,008
+9,571
3579
$1.94M ﹤0.01%
115,911
-32,580
3580
$1.94M ﹤0.01%
89,126
+2,350
3581
$1.94M ﹤0.01%
22,229
-3,642
3582
$1.93M ﹤0.01%
201,833
-48,106
3583
$1.93M ﹤0.01%
70,203
+52,059
3584
$1.93M ﹤0.01%
161,394
-73,827
3585
$1.92M ﹤0.01%
50,744
-8,279
3586
$1.92M ﹤0.01%
88,222
+73,303
3587
$1.92M ﹤0.01%
105,945
+14,444
3588
$1.92M ﹤0.01%
175,199
+13,992
3589
$1.92M ﹤0.01%
192,115
+5,100
3590
$1.91M ﹤0.01%
94,986
+17,514
3591
$1.91M ﹤0.01%
111,761
+24,310
3592
$1.91M ﹤0.01%
125,886
-44,043
3593
$1.91M ﹤0.01%
48,823
-1,271
3594
$1.9M ﹤0.01%
106,557
+26,905
3595
$1.9M ﹤0.01%
87,788
-106,988
3596
$1.9M ﹤0.01%
59,420
+52,373
3597
$1.9M ﹤0.01%
50,722
-1,829
3598
$1.9M ﹤0.01%
124,583
+110,025
3599
$1.89M ﹤0.01%
93,499
+2,728
3600
$1.89M ﹤0.01%
79,536
-303
142 143
144
145 146