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
1101
$33.4M 0.01%
472,252
+350,517
1102
$33.4M 0.01%
+2,376,830
1103
$33.3M 0.01%
3,768,621
+38,652
1104
$33.2M 0.01%
1,052,665
+276,599
1105
$33.2M 0.01%
1,681,289
+679,811
1106
$33.1M 0.01%
4,059,141
-1,186,659
1107
$33.1M 0.01%
1,137,604
-17,658
1108
$33.1M 0.01%
859,751
+182,062
1109
$33.1M 0.01%
504,972
+313,392
1110
$33.1M 0.01%
570,192
+193,467
1111
$33M 0.01%
393,406
+46,510
1112
$33M 0.01%
1,712,457
-276,906
1113
$32.9M 0.01%
1,650,630
+96,327
1114
$32.9M 0.01%
315,707
-25,077
1115
$32.9M 0.01%
643,717
+39,929
1116
$32.8M 0.01%
852,805
+92,707
1117
$32.8M 0.01%
3,159,420
+2,188,645
1118
$32.8M 0.01%
770,219
-512,544
1119
$32.7M 0.01%
2,429,202
-60,117
1120
$32.7M 0.01%
621,008
-804,826
1121
$32.7M 0.01%
952,985
+548,192
1122
$32.6M 0.01%
3,384,488
+364,301
1123
$32.6M 0.01%
1,254,726
+652,172
1124
$32.6M 0.01%
4,090,478
-186,152
1125
$32.5M 0.01%
492,853
+253,836
43 44
45
46 47