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
3626
$1.84M ﹤0.01%
38,798
+175
3627
$1.83M ﹤0.01%
113,825
+54,414
3628
$1.83M ﹤0.01%
76,603
+2,296
3629
$1.83M ﹤0.01%
485,183
-102,444
3630
$1.83M ﹤0.01%
33,523
+16,105
3631
$1.82M ﹤0.01%
22,828
+7,864
3632
$1.82M ﹤0.01%
167,649
-7,747
3633
$1.82M ﹤0.01%
201,279
-26,175
3634
$1.82M ﹤0.01%
134,103
+36,769
3635
$1.82M ﹤0.01%
92,202
+48,118
3636
$1.81M ﹤0.01%
973,233
+670,019
3637
$1.81M ﹤0.01%
80,575
+3,693
3638
$1.8M ﹤0.01%
86,406
+5,256
3639
$1.8M ﹤0.01%
489,423
+416,143
3640
$1.8M ﹤0.01%
122,490
+54,652
3641
$1.8M ﹤0.01%
38,829
+5,462
3642
$1.8M ﹤0.01%
54,126
+19,431
3643
$1.8M ﹤0.01%
57,714
-20,617
3644
$1.8M ﹤0.01%
53,987
-884
3645
$1.79M ﹤0.01%
159,952
+154,873
3646
$1.79M ﹤0.01%
100,529
-13,554
3647
$1.79M ﹤0.01%
65,947
-20,891
3648
$1.78M ﹤0.01%
30,230
-821
3649
$1.78M ﹤0.01%
152,079
+5,173
3650
$1.78M ﹤0.01%
146,468
+130,540
144 145
146
147 148