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
1326
$24M 0.01%
467,246
+166,848
1327
$24M 0.01%
1,952,701
+390
1328
$24M 0.01%
760,311
+194,049
1329
$23.9M 0.01%
581,995
+199,026
1330
$23.9M 0.01%
828,364
-126,118
1331
$23.9M 0.01%
851,592
+411,947
1332
$23.8M 0.01%
475,073
+194,322
1333
$23.8M 0.01%
993,390
+321,355
1334
$23.8M 0.01%
437,162
-722,563
1335
$23.7M 0.01%
415,640
-31,148
1336
$23.5M 0.01%
596,112
+193,142
1337
$23.5M 0.01%
460,088
-10,107
1338
$23.5M 0.01%
2,144,911
+174,825
1339
$23.5M 0.01%
440,768
+126,981
1340
$23.5M 0.01%
765,986
+256,567
1341
$23.5M 0.01%
763,467
-56,801
1342
$23.5M 0.01%
4,560,689
+27,816
1343
$23.5M 0.01%
732,469
-130,319
1344
$23.5M 0.01%
359,794
+58,217
1345
$23.4M 0.01%
738,296
+245,607
1346
$23.4M 0.01%
1,147,656
+478,931
1347
$23.4M 0.01%
817,572
+665,314
1348
$23.4M 0.01%
2,249,428
+133,364
1349
$23.4M 0.01%
160,435
-11,364
1350
$23.3M 0.01%
371,947
+290,965
52 53
54
55 56