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
3726
$1.61M ﹤0.01%
54,223
-196,902
3727
$1.61M ﹤0.01%
377,498
-5,183
3728
$1.61M ﹤0.01%
115,317
-104,119
3729
$1.61M ﹤0.01%
237,690
-146,729
3730
$1.6M ﹤0.01%
192,325
-29,615
3731
$1.6M ﹤0.01%
104,532
-77,620
3732
$1.6M ﹤0.01%
117,250
+6,937
3733
$1.59M ﹤0.01%
18,126
-9,285
3734
$1.59M ﹤0.01%
61,865
-18,017
3735
$1.59M ﹤0.01%
77,233
-50,430
3736
$1.59M ﹤0.01%
61,483
+36,505
3737
$1.59M ﹤0.01%
47,632
-22,979
3738
$1.59M ﹤0.01%
122,119
+59,336
3739
$1.59M ﹤0.01%
43,316
+1,473
3740
$1.58M ﹤0.01%
95,020
-207,432
3741
$1.58M ﹤0.01%
+67,328
3742
$1.58M ﹤0.01%
74,808
-15,487
3743
$1.58M ﹤0.01%
117,605
+21,526
3744
$1.57M ﹤0.01%
105,646
+808
3745
$1.57M ﹤0.01%
135,370
-8,180
3746
$1.57M ﹤0.01%
86,574
-38,018
3747
$1.57M ﹤0.01%
106,342
-269,286
3748
$1.57M ﹤0.01%
66,780
-50,538
3749
$1.57M ﹤0.01%
96,859
-25,387
3750
$1.57M ﹤0.01%
33,772
-49,724
148 149
150
151 152