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
1401
$22M 0.01%
1,253,887
-52,284
1402
$22M 0.01%
216,499
-29,037
1403
$22M 0.01%
865,738
+511,946
1404
$21.9M 0.01%
315,818
-14,500
1405
$21.9M 0.01%
615,734
+133,049
1406
$21.8M 0.01%
904,229
+4,282
1407
$21.8M 0.01%
57,626
+675
1408
$21.8M 0.01%
1,209,398
+50,064
1409
$21.7M 0.01%
840,576
+95,047
1410
$21.7M 0.01%
540,227
+53,035
1411
$21.7M 0.01%
191,744
-78,548
1412
$21.7M 0.01%
507,452
+8,802
1413
$21.7M 0.01%
273,037
-451,050
1414
$21.7M 0.01%
1,205,988
-75,140
1415
$21.6M 0.01%
231,249
-27,756
1416
$21.6M 0.01%
1,399,055
-116,871
1417
$21.6M 0.01%
1,512,816
-619,762
1418
$21.6M 0.01%
1,218,266
+18,426
1419
$21.6M 0.01%
846,100
1420
$21.5M 0.01%
645,290
-267,766
1421
$21.5M 0.01%
1,637,690
+73,635
1422
$21.5M 0.01%
470,636
+46,512
1423
$21.5M 0.01%
1,059,258
+46,761
1424
$21.4M 0.01%
384,639
-10,948
1425
$21.4M 0.01%
640,379
-299,745
55 56
57
58 59