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
3801
$1.49M ﹤0.01%
1,265
+400
3802
$1.49M ﹤0.01%
278,815
+52,155
3803
$1.49M ﹤0.01%
35,310
+28,216
3804
$1.49M ﹤0.01%
13,607
-191,030
3805
$1.48M ﹤0.01%
249,466
+236,852
3806
$1.48M ﹤0.01%
182,230
-6,791
3807
$1.48M ﹤0.01%
222,121
+79,600
3808
$1.48M ﹤0.01%
37,683
+5,884
3809
$1.48M ﹤0.01%
99,092
+327
3810
$1.48M ﹤0.01%
73,540
+42,020
3811
$1.48M ﹤0.01%
120,288
+113,423
3812
$1.48M ﹤0.01%
494,233
+181,061
3813
$1.48M ﹤0.01%
185,659
+34,927
3814
$1.48M ﹤0.01%
130,765
-88,438
3815
$1.47M ﹤0.01%
30,850
-73,786
3816
$1.47M ﹤0.01%
49,007
-14,846
3817
$1.47M ﹤0.01%
78,420
-1,175,714
3818
$1.47M ﹤0.01%
48,831
-14,974
3819
$1.47M ﹤0.01%
99,745
+32,764
3820
$1.47M ﹤0.01%
232,563
-248,629
3821
$1.47M ﹤0.01%
203,261
+94,592
3822
$1.46M ﹤0.01%
91,578
-3,811
3823
$1.46M ﹤0.01%
79,299
+12,359
3824
$1.46M ﹤0.01%
84,515
+10,254
3825
$1.46M ﹤0.01%
30,346
+16,116
151 152
153
154 155