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
1276
$25.9M 0.01%
1,071,880
-1,035,833
1277
$25.9M 0.01%
542,418
+97,612
1278
$25.8M 0.01%
608,008
-76,642
1279
$25.7M 0.01%
855,798
+476,557
1280
$25.6M 0.01%
149,761
-122,051
1281
$25.6M 0.01%
868,190
-23,432
1282
$25.6M 0.01%
332,125
+248,431
1283
$25.6M 0.01%
199,233
-51,080
1284
$25.6M 0.01%
1,662,648
+468,936
1285
$25.5M 0.01%
595,463
-368,604
1286
$25.5M 0.01%
107,821
+21,896
1287
$25.5M 0.01%
1,148,622
+1,133,436
1288
$25.5M 0.01%
+1,031,638
1289
$25.5M 0.01%
771,762
+164,538
1290
$25.4M 0.01%
1,335,195
-1,373,254
1291
$25.4M 0.01%
225,577
+17,102
1292
$25.3M 0.01%
387,470
+188,360
1293
$25.3M 0.01%
203,381
+177,030
1294
$25.3M 0.01%
3,088,114
-796,447
1295
$25.2M 0.01%
1,926,734
+233,515
1296
$25.2M 0.01%
1,039,235
+503,322
1297
$25.2M 0.01%
252,372
-350,462
1298
$25.1M 0.01%
675,885
-466,087
1299
$25.1M 0.01%
539,101
+427,609
1300
$25.1M 0.01%
306,269
-15,030
50 51
52
53 54