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
901
$46.2M 0.02%
4,594,186
-2,132,929
902
$46.1M 0.02%
737,784
+135,042
903
$45.9M 0.02%
+2,089,035
904
$45.9M 0.02%
771,615
-95,781
905
$45.8M 0.02%
875,420
+158,412
906
$45.8M 0.02%
817,756
-301,706
907
$45.8M 0.02%
1,119,356
-77,615
908
$45.8M 0.02%
5,024,118
+387,057
909
$45.8M 0.02%
3,241,622
+224,114
910
$45.7M 0.02%
1,420,342
-306,449
911
$45.7M 0.02%
20,436
+3,157
912
$45.7M 0.02%
852,014
-154,870
913
$45.6M 0.02%
3,306,655
-96,977
914
$45.6M 0.02%
451,759
+138,159
915
$45.6M 0.02%
1,074,828
-161,141
916
$45.5M 0.02%
1,037,440
-18,364
917
$45.5M 0.02%
622,136
-325,178
918
$45.5M 0.02%
626,770
+229,508
919
$45.4M 0.02%
213,529
-2,722
920
$45.3M 0.02%
1,265,982
+227,172
921
$45.2M 0.02%
634,986
+100,506
922
$45.1M 0.02%
332,829
+7,313
923
$45M 0.02%
2,544,968
-382,438
924
$45M 0.02%
715,067
+301,767
925
$45M 0.02%
1,112,162
-265,502
35 36
37
38 39