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
3751
$1.57M ﹤0.01%
165,093
+148,041
3752
$1.57M ﹤0.01%
90,107
-16,251
3753
$1.57M ﹤0.01%
84,004
-13,222
3754
$1.57M ﹤0.01%
19,531
+8,784
3755
$1.56M ﹤0.01%
63,284
-61,195
3756
$1.56M ﹤0.01%
22,264
-95,780
3757
$1.56M ﹤0.01%
107,356
+5,179
3758
$1.56M ﹤0.01%
31,463
+26,973
3759
$1.56M ﹤0.01%
132,351
-973
3760
$1.56M ﹤0.01%
115,128
+71,280
3761
$1.56M ﹤0.01%
150,810
+66,561
3762
$1.56M ﹤0.01%
26,967
-17,689
3763
$1.55M ﹤0.01%
97,976
+15,048
3764
$1.55M ﹤0.01%
130,015
+95,528
3765
$1.55M ﹤0.01%
187,998
+10,860
3766
$1.55M ﹤0.01%
253,350
+120,240
3767
$1.55M ﹤0.01%
105,656
+101,332
3768
$1.55M ﹤0.01%
231,510
-23,262
3769
$1.55M ﹤0.01%
473,269
+206,771
3770
$1.55M ﹤0.01%
34,781
+24,586
3771
$1.54M ﹤0.01%
69,850
-24,895
3772
$1.54M ﹤0.01%
40,587
-36,821
3773
$1.54M ﹤0.01%
62,148
+11,999
3774
$1.54M ﹤0.01%
32,906
-225
3775
$1.54M ﹤0.01%
233,047
+41,881
149 150
151
152 153