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
1001
$39.2M 0.01%
887,602
+244,484
1002
$39.2M 0.01%
1,415,372
+459,411
1003
$39.1M 0.01%
245,262
+22,218
1004
$39.1M 0.01%
870,698
-1,280,268
1005
$38.9M 0.01%
1,412,428
+1,145,936
1006
$38.8M 0.01%
3,460,914
-248,205
1007
$38.8M 0.01%
250,952
-34,573
1008
$38.7M 0.01%
753,808
+467,901
1009
$38.5M 0.01%
638,573
+68,041
1010
$38.5M 0.01%
2,113,553
+994,347
1011
$38.5M 0.01%
554,149
+220,532
1012
$38.3M 0.01%
3,245,253
+122,330
1013
$38.3M 0.01%
1,173,615
+138,036
1014
$38.3M 0.01%
280,016
-54,482
1015
$38M 0.01%
759,714
-103,245
1016
$38M 0.01%
2,079,761
-3,703,701
1017
$37.9M 0.01%
934,774
+155,318
1018
$37.9M 0.01%
1,610,655
+521,614
1019
$37.7M 0.01%
1,997,404
+515,657
1020
$37.7M 0.01%
806,378
-266,951
1021
$37.7M 0.01%
771,758
+295,140
1022
$37.7M 0.01%
1,475,067
+521,646
1023
$37.7M 0.01%
937,540
+59,536
1024
$37.5M 0.01%
2,328,146
+512,366
1025
$37.4M 0.01%
682,040
-31,044
39 40
41
42 43