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
4051
$1.07M ﹤0.01%
82,679
+68,266
4052
$1.07M ﹤0.01%
92,753
-531
4053
$1.07M ﹤0.01%
141,600
-179,067
4054
$1.07M ﹤0.01%
39,717
-11,702
4055
$1.07M ﹤0.01%
30,435
+399
4056
$1.07M ﹤0.01%
15,789
-17,160
4057
$1.07M ﹤0.01%
61,831
+44,418
4058
$1.07M ﹤0.01%
77,323
+31,948
4059
$1.07M ﹤0.01%
122,286
+24,899
4060
$1.06M ﹤0.01%
32,534
+19,530
4061
$1.06M ﹤0.01%
51,751
+10,242
4062
$1.06M ﹤0.01%
84,114
+5,626
4063
$1.06M ﹤0.01%
67,375
+10,978
4064
$1.06M ﹤0.01%
226,347
+57,229
4065
$1.06M ﹤0.01%
28,703
+928
4066
$1.06M ﹤0.01%
7,189
-39,802
4067
$1.06M ﹤0.01%
19,650
-3,328
4068
$1.06M ﹤0.01%
71,096
-227,375
4069
$1.06M ﹤0.01%
68,986
+45,318
4070
$1.06M ﹤0.01%
969,771
-2,372
4071
$1.06M ﹤0.01%
17,005
-60,231
4072
$1.05M ﹤0.01%
218,260
-42,618
4073
$1.05M ﹤0.01%
112,675
+28,799
4074
$1.05M ﹤0.01%
88,089
-153,134
4075
$1.05M ﹤0.01%
239,032
+219,379
161 162
163
164 165