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
4001
$1.15M ﹤0.01%
38,586
-23,977
4002
$1.15M ﹤0.01%
91,963
+77,965
4003
$1.15M ﹤0.01%
41,362
-21,006
4004
$1.15M ﹤0.01%
62
+23
4005
$1.15M ﹤0.01%
3,758
-5,791
4006
$1.15M ﹤0.01%
26,058
-100,759
4007
$1.14M ﹤0.01%
21,266
+3,932
4008
$1.14M ﹤0.01%
446,984
+70,594
4009
$1.14M ﹤0.01%
40,995
-2,547
4010
$1.14M ﹤0.01%
120,966
-4,322
4011
$1.14M ﹤0.01%
127,067
+123,941
4012
$1.14M ﹤0.01%
106,428
+27,192
4013
$1.14M ﹤0.01%
384,040
-899,560
4014
$1.13M ﹤0.01%
79,342
+51,594
4015
$1.13M ﹤0.01%
45,625
-16,798
4016
$1.13M ﹤0.01%
104,753
-155,993
4017
$1.13M ﹤0.01%
78,750
+297
4018
$1.13M ﹤0.01%
59,401
+23,416
4019
$1.13M ﹤0.01%
33,126
-26,949
4020
$1.13M ﹤0.01%
29,181
-4,898
4021
$1.13M ﹤0.01%
17,849
-7,059
4022
$1.13M ﹤0.01%
78,062
+3,486
4023
$1.12M ﹤0.01%
196,793
-648,922
4024
$1.12M ﹤0.01%
44,114
-2,912
4025
$1.12M ﹤0.01%
67,822
+2,410
159 160
161
162 163