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
1226
$27.7M 0.01%
2,122,479
+310,978
1227
$27.7M 0.01%
1,061,500
+88,659
1228
$27.6M 0.01%
313,807
-7,899
1229
$27.5M 0.01%
621,873
+63,959
1230
$27.4M 0.01%
2,388,003
+363,325
1231
$27.4M 0.01%
6,008,935
-113,307
1232
$27.4M 0.01%
262,664
-220,474
1233
$27.3M 0.01%
626,809
+240,249
1234
$27.3M 0.01%
377,752
+39,569
1235
$27.3M 0.01%
2,127,172
+159,950
1236
$27.3M 0.01%
1,345,642
+491,628
1237
$27.2M 0.01%
778,396
-362,477
1238
$27.2M 0.01%
503,839
-141,360
1239
$27.1M 0.01%
656,610
-342,565
1240
$27.1M 0.01%
204,933
-13,959
1241
$27.1M 0.01%
+1,574,443
1242
$27.1M 0.01%
1,970,847
+272,862
1243
$27M 0.01%
1,292,645
+368,438
1244
$27M 0.01%
659,504
+70,178
1245
$26.9M 0.01%
1,394,532
+1,008,976
1246
$26.9M 0.01%
2,039,489
-1,023,389
1247
$26.9M 0.01%
744,876
+359,851
1248
$26.8M 0.01%
495,740
-11,008
1249
$26.8M 0.01%
486,635
-254,753
1250
$26.8M 0.01%
1,835,851
-13,303
48 49
50
51 52