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
1251
$26.8M 0.01%
600,630
-352,012
1252
$26.8M 0.01%
1,343,323
-713,185
1253
$26.7M 0.01%
1,258,099
+97,843
1254
$26.7M 0.01%
599,154
-287,283
1255
$26.7M 0.01%
786,007
+391,053
1256
$26.7M 0.01%
911,591
-560,974
1257
$26.6M 0.01%
2,183,386
-370,000
1258
$26.6M 0.01%
874,782
-366,006
1259
$26.5M 0.01%
3,258,853
+113,839
1260
$26.4M 0.01%
1,076,812
+109,605
1261
$26.4M 0.01%
622,694
-30,853
1262
$26.3M 0.01%
251,602
-32,764
1263
$26.3M 0.01%
617,075
-745,251
1264
$26.3M 0.01%
636,399
-782
1265
$26.3M 0.01%
1,158,162
+501,750
1266
$26.3M 0.01%
3,292,988
-106,192
1267
$26.2M 0.01%
491,100
-177,747
1268
$26.2M 0.01%
1,150,828
+50,395
1269
$26.2M 0.01%
1,129,506
+7,430
1270
$26.1M 0.01%
5,313,331
-308,297
1271
$26.1M 0.01%
1,257,676
+283,034
1272
$26.1M 0.01%
1,701,730
-97,306
1273
$26M 0.01%
1,043,822
+106,052
1274
$26M 0.01%
831,105
+143,511
1275
$25.9M 0.01%
846,301
+500,569
49 50
51
52 53