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
3976
$1.2M ﹤0.01%
527,324
-53,412
3977
$1.2M ﹤0.01%
25,648
-45,343
3978
$1.2M ﹤0.01%
49,699
+1,110
3979
$1.19M ﹤0.01%
179,349
+19,364
3980
$1.19M ﹤0.01%
147,573
-3,582
3981
$1.19M ﹤0.01%
39,326
-6,867
3982
$1.19M ﹤0.01%
2,894
-749
3983
$1.19M ﹤0.01%
186,301
+123,137
3984
$1.18M ﹤0.01%
60,193
-6,364
3985
$1.18M ﹤0.01%
96,989
+34,534
3986
$1.18M ﹤0.01%
49,535
+8,385
3987
$1.18M ﹤0.01%
33,836
+24,902
3988
$1.18M ﹤0.01%
99,280
+61,198
3989
$1.18M ﹤0.01%
16,417
+9,000
3990
$1.18M ﹤0.01%
+16,285
3991
$1.17M ﹤0.01%
+4
3992
$1.17M ﹤0.01%
134,922
-2,232,077
3993
$1.17M ﹤0.01%
64,678
-181,079
3994
$1.17M ﹤0.01%
4,524
-1,497
3995
$1.17M ﹤0.01%
60,342
-25,494
3996
$1.17M ﹤0.01%
3,690
-318
3997
$1.16M ﹤0.01%
31,880
-125,477
3998
$1.16M ﹤0.01%
82,727
+7,595
3999
$1.16M ﹤0.01%
95,037
+34,287
4000
$1.16M ﹤0.01%
583,597
+285,781
158 159
160
161 162