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
1076
$34.7M 0.01%
217,981
-39,395
1077
$34.6M 0.01%
768,322
+20,623
1078
$34.5M 0.01%
773,232
-72,258
1079
$34.5M 0.01%
1,897,514
+346,825
1080
$34.5M 0.01%
672,139
+284,407
1081
$34.5M 0.01%
907,179
+630,277
1082
$34.4M 0.01%
+2,217,497
1083
$34.4M 0.01%
430,666
+13,631
1084
$34.4M 0.01%
446,674
+123,499
1085
$34.3M 0.01%
1,173,030
-73,889
1086
$34.3M 0.01%
668,949
-551,905
1087
$34.1M 0.01%
558,762
+188,318
1088
$34M 0.01%
730,436
+297,893
1089
$34M 0.01%
1,988,844
+49,874
1090
$34M 0.01%
7,615,689
-300,013
1091
$33.9M 0.01%
587,129
-23,322
1092
$33.9M 0.01%
661,968
+21,414
1093
$33.8M 0.01%
434,398
+199,170
1094
$33.8M 0.01%
1,476,844
+488,337
1095
$33.8M 0.01%
544,959
+220,668
1096
$33.8M 0.01%
3,203,220
+618,032
1097
$33.8M 0.01%
2,083,881
-209,038
1098
$33.7M 0.01%
5,853,951
-206,252
1099
$33.5M 0.01%
457,139
-20,602
1100
$33.5M 0.01%
1,091,111
+6,187
42 43
44
45 46