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
1126
$32.5M 0.01%
895,551
-527,339
1127
$32.5M 0.01%
6,355,008
+2,997,376
1128
$32.5M 0.01%
836,835
+91,080
1129
$32.5M 0.01%
1,438,381
+195,919
1130
$32.4M 0.01%
285,935
+37,954
1131
$32.4M 0.01%
460,487
+11,753
1132
$32.3M 0.01%
726,684
+297,004
1133
$32.3M 0.01%
553,097
-16,993
1134
$32.3M 0.01%
499,926
-47,233
1135
$32.3M 0.01%
995,409
-495,831
1136
$32.2M 0.01%
741,173
+64,690
1137
$32.2M 0.01%
541,212
+9,744
1138
$32.2M 0.01%
1,743,892
+992,590
1139
$32.1M 0.01%
1,048,860
+90,580
1140
$32M 0.01%
2,279,490
-79,895
1141
$32M 0.01%
662,073
+133,425
1142
$31.9M 0.01%
401,623
+165,734
1143
$31.8M 0.01%
537,377
+88,564
1144
$31.6M 0.01%
1,394,920
-669,237
1145
$31.5M 0.01%
962,995
+133,904
1146
$31.5M 0.01%
2,276,698
+133,787
1147
$31.5M 0.01%
717,322
+180,112
1148
$31.4M 0.01%
1,829,438
-128,990
1149
$31.4M 0.01%
1,187,020
+98,145
1150
$31.4M 0.01%
2,626,442
-274,173
44 45
46
47 48