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
3926
$1.28M ﹤0.01%
199,114
+119,364
3927
$1.28M ﹤0.01%
85,627
+31,980
3928
$1.28M ﹤0.01%
234,062
+161,537
3929
$1.28M ﹤0.01%
116,520
+67,752
3930
$1.28M ﹤0.01%
157,384
-99,265
3931
$1.27M ﹤0.01%
7,501
+3,618
3932
$1.27M ﹤0.01%
71,655
+60,806
3933
$1.27M ﹤0.01%
48,730
+27,324
3934
$1.27M ﹤0.01%
159,539
-74,482
3935
$1.27M ﹤0.01%
290,367
+83,977
3936
$1.27M ﹤0.01%
14,494
-983
3937
$1.26M ﹤0.01%
33,212
+4,855
3938
$1.26M ﹤0.01%
79,542
+3,614
3939
$1.26M ﹤0.01%
113,831
+2,538
3940
$1.25M ﹤0.01%
119,531
+88,786
3941
$1.25M ﹤0.01%
2,497
+1,607
3942
$1.25M ﹤0.01%
32,083
-39,345
3943
$1.25M ﹤0.01%
16,454
+7,916
3944
$1.25M ﹤0.01%
95,086
-20,975
3945
$1.25M ﹤0.01%
93,597
-33,116
3946
$1.25M ﹤0.01%
74,539
-98,677
3947
$1.25M ﹤0.01%
1,706
+1,145
3948
$1.25M ﹤0.01%
27,628
+944
3949
$1.25M ﹤0.01%
28,948
+2,184
3950
$1.24M ﹤0.01%
47,846
+35
156 157
158
159 160