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
3651
$1.78M ﹤0.01%
129,849
+75,617
3652
$1.78M ﹤0.01%
24,196
-127,312
3653
$1.78M ﹤0.01%
97,156
+11,590
3654
$1.77M ﹤0.01%
59,312
-33,848
3655
$1.76M ﹤0.01%
1,853
+1,256
3656
$1.76M ﹤0.01%
+163,062
3657
$1.76M ﹤0.01%
104,258
+2,238
3658
$1.75M ﹤0.01%
147,959
+31,556
3659
$1.75M ﹤0.01%
273,504
+71,288
3660
$1.75M ﹤0.01%
27,263
+10,790
3661
$1.75M ﹤0.01%
37,684
-8,689
3662
$1.75M ﹤0.01%
124
+102
3663
$1.75M ﹤0.01%
91,546
-64,749
3664
$1.75M ﹤0.01%
68,064
-5,791
3665
$1.74M ﹤0.01%
222,441
+69,807
3666
$1.74M ﹤0.01%
36,886
-14,903
3667
$1.74M ﹤0.01%
33,800
-2,178
3668
$1.74M ﹤0.01%
420,885
-101,587
3669
$1.74M ﹤0.01%
82,035
+1,140
3670
$1.73M ﹤0.01%
48,469
+19,807
3671
$1.73M ﹤0.01%
55,957
+46,003
3672
$1.73M ﹤0.01%
73,372
+39,013
3673
$1.73M ﹤0.01%
155,545
+25,220
3674
$1.73M ﹤0.01%
73,028
+51,786
3675
$1.73M ﹤0.01%
94,755
-70,037
145 146
147
148 149