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
1151
$31.3M 0.01%
896,607
+28,989
1152
$31.3M 0.01%
1,012,869
-33,176
1153
$31.2M 0.01%
250,033
-51,459
1154
$31.1M 0.01%
483,933
+125,847
1155
$30.9M 0.01%
3,651,743
+96,963
1156
$30.8M 0.01%
1,096,683
-38,375
1157
$30.8M 0.01%
761,442
-1,215,136
1158
$30.7M 0.01%
1,344,537
-444,864
1159
$30.7M 0.01%
2,170,184
-1,219,373
1160
$30.7M 0.01%
1,236,345
+113,244
1161
$30.7M 0.01%
288,376
+247,735
1162
$30.7M 0.01%
2,195,367
+132,616
1163
$30.5M 0.01%
314,606
+91,093
1164
$30.5M 0.01%
362,639
+82,743
1165
$30.5M 0.01%
84,099
-49,051
1166
$30.4M 0.01%
1,401,474
-171,080
1167
$30.4M 0.01%
382,300
-243,535
1168
$30.3M 0.01%
1,884,949
+724,529
1169
$30.3M 0.01%
956,181
-67,940
1170
$30.3M 0.01%
1,277,194
-185,480
1171
$30.2M 0.01%
1,997,262
+79,686
1172
$30.1M 0.01%
963,120
+575,943
1173
$30.1M 0.01%
1,028,574
-24,251
1174
$30.1M 0.01%
968,030
-119,852
1175
$30M 0.01%
798,408
-114,540
45 46
47
48 49