Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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
+24.68%
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
876
$48.4M 0.02%
527,022
-184,097
877
$48.3M 0.02%
4,662,990
-795,223
878
$48.2M 0.02%
1,130,312
+272,032
879
$48M 0.02%
1,159,048
+248,858
880
$47.9M 0.02%
485,020
+23,240
881
$47.8M 0.02%
987,386
-109,295
882
$47.5M 0.02%
931,027
-297,706
883
$47.4M 0.02%
1,617,708
+994,070
884
$47.3M 0.02%
1,279,692
+19,707
885
$47.3M 0.02%
2,746,800
-6,500,554
886
$47.1M 0.02%
682,376
+15,788
887
$47M 0.02%
954,177
+132,080
888
$47M 0.02%
417,002
+50,693
889
$46.9M 0.02%
629,831
-18,943
890
$46.9M 0.02%
1,069,854
+97,021
891
$46.9M 0.02%
711,457
+85,208
892
$46.8M 0.02%
274,089
-60,318
893
$46.7M 0.02%
1,435,571
+185,791
894
$46.7M 0.02%
4,383,118
-822,071
895
$46.7M 0.02%
4,086,029
+117,057
896
$46.7M 0.02%
525,278
-45,556
897
$46.6M 0.02%
438,490
+226,521
898
$46.5M 0.02%
1,311,974
+757,220
899
$46.4M 0.02%
1,808,355
-142,896
900
$46.2M 0.02%
888,578
+103,765
34 35
36
37 38