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
1476
$20.2M 0.01%
490,288
+203,945
1477
$20.2M 0.01%
272,159
-82,231
1478
$20.2M 0.01%
481,678
-79,290
1479
$20.1M 0.01%
2,339,517
+99,294
1480
$20.1M 0.01%
995,171
+511,975
1481
$20.1M 0.01%
1,648,676
-38,615
1482
$20.1M 0.01%
680,264
-17,665
1483
$20.1M 0.01%
285,702
+27,856
1484
$20M 0.01%
526,169
-277,513
1485
$20M 0.01%
1,074,282
+914,032
1486
$20M 0.01%
543,150
-18,630
1487
$20M 0.01%
1,151,653
+283,014
1488
$19.9M 0.01%
633,607
-381,552
1489
$19.9M 0.01%
659,420
-291,640
1490
$19.9M 0.01%
1,123,731
-11,584
1491
$19.9M 0.01%
794,887
+284,147
1492
$19.9M 0.01%
805,995
+83,723
1493
$19.9M 0.01%
1,573,820
-51,464
1494
$19.9M 0.01%
261,110
+200,042
1495
$19.8M 0.01%
268,309
-27,137
1496
$19.8M 0.01%
849,954
-40,199
1497
$19.8M 0.01%
362,102
+25,042
1498
$19.8M 0.01%
824,526
+120,346
1499
$19.8M 0.01%
752,569
-2,197
1500
$19.8M 0.01%
314,899
+170,711
58 59
60
61 62