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
3701
$1.66M ﹤0.01%
31,255
-10,643
3702
$1.66M ﹤0.01%
146,631
-128,288
3703
$1.66M ﹤0.01%
68,720
-42,882
3704
$1.66M ﹤0.01%
85,631
+53,324
3705
$1.66M ﹤0.01%
180,772
+43,624
3706
$1.66M ﹤0.01%
45,999
+4,682
3707
$1.66M ﹤0.01%
153,176
-75,864
3708
$1.66M ﹤0.01%
70,842
-60,829
3709
$1.66M ﹤0.01%
59,931
+41,448
3710
$1.65M ﹤0.01%
104,722
-2,367
3711
$1.65M ﹤0.01%
86,198
+5,223
3712
$1.65M ﹤0.01%
11,627
-10,122
3713
$1.65M ﹤0.01%
44,216
+25,219
3714
$1.64M ﹤0.01%
9,265
+2,550
3715
$1.64M ﹤0.01%
96,904
-37,093
3716
$1.64M ﹤0.01%
41,822
-38,290
3717
$1.64M ﹤0.01%
158,551
+47,415
3718
$1.63M ﹤0.01%
23,308
-30,466
3719
$1.63M ﹤0.01%
28,095
-29,678
3720
$1.63M ﹤0.01%
62,625
-9,677
3721
$1.63M ﹤0.01%
81,591
+60,696
3722
$1.63M ﹤0.01%
75,574
-1,276
3723
$1.63M ﹤0.01%
49,432
-4,034
3724
$1.63M ﹤0.01%
64,142
+49,298
3725
$1.62M ﹤0.01%
41,858
-136
147 148
149
150 151