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
1201
$28.6M 0.01%
1,028,550
-81,599
1202
$28.5M 0.01%
1,250,201
+90,888
1203
$28.5M 0.01%
466,403
+11,303
1204
$28.5M 0.01%
546,583
-262,223
1205
$28.5M 0.01%
569,328
+413,041
1206
$28.4M 0.01%
1,205,371
-6,250
1207
$28.4M 0.01%
1,363,009
+531,362
1208
$28.4M 0.01%
3,746,626
-2,072,234
1209
$28.2M 0.01%
1,304,944
+153,562
1210
$28.1M 0.01%
2,343,210
+177,954
1211
$28.1M 0.01%
1,853,909
+210,861
1212
$28.1M 0.01%
197,724
+48,380
1213
$28.1M 0.01%
1,268,605
+377,411
1214
$28.1M 0.01%
1,109,368
+296,796
1215
$28M 0.01%
1,920,387
+27,592
1216
$28M 0.01%
1,505,068
-100,206
1217
$27.9M 0.01%
242,372
-48,295
1218
$27.9M 0.01%
434,749
-130,885
1219
$27.8M 0.01%
1,602,419
+78,047
1220
$27.8M 0.01%
1,717,027
+49,925
1221
$27.8M 0.01%
422,376
+111,384
1222
$27.8M 0.01%
644,742
+235,414
1223
$27.8M 0.01%
1,320,134
+3,983
1224
$27.7M 0.01%
1,540,187
+738,448
1225
$27.7M 0.01%
261,231
-53,500
47 48
49
50 51