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
1026
$37.4M 0.01%
250,978
+53,472
1027
$37.4M 0.01%
1,857,385
-529,185
1028
$37.4M 0.01%
4,418,352
-575,051
1029
$37.4M 0.01%
2,199,710
+497,220
1030
$37.4M 0.01%
657,399
+77,314
1031
$37.4M 0.01%
1,569,822
+402,624
1032
$37.3M 0.01%
1,191,681
-353,313
1033
$37.3M 0.01%
715,836
+8,162
1034
$37.2M 0.01%
1,827,822
+203,471
1035
$37.1M 0.01%
504,126
-332,882
1036
$37M 0.01%
621,800
-2,478,330
1037
$36.9M 0.01%
1,999,924
+364,053
1038
$36.9M 0.01%
1,355,629
+340,966
1039
$36.8M 0.01%
367,094
-37,388
1040
$36.8M 0.01%
251,390
+70,846
1041
$36.8M 0.01%
3,093,777
-726,967
1042
$36.7M 0.01%
1,429,937
-1,786,553
1043
$36.6M 0.01%
862,831
+94,027
1044
$36.5M 0.01%
672,978
+15,608
1045
$36.4M 0.01%
487,186
+114,135
1046
$36.3M 0.01%
2,713,657
-657,872
1047
$36.3M 0.01%
1,822,650
-20,995
1048
$36.3M 0.01%
908,200
-37,417
1049
$36.2M 0.01%
334,364
-21,920
1050
$36.1M 0.01%
596,857
+499,922
40 41
42
43 44