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
1526
$18.9M 0.01%
772,060
+283,758
1527
$18.9M 0.01%
608,222
-543,466
1528
$18.8M 0.01%
26,094
+9,144
1529
$18.8M 0.01%
5,196,816
+1,596,412
1530
$18.8M 0.01%
879,436
+242,085
1531
$18.7M 0.01%
297,275
+74,131
1532
$18.7M 0.01%
162,558
+11,626
1533
$18.7M 0.01%
1,128,728
-110,356
1534
$18.7M 0.01%
584,161
+201,834
1535
$18.7M 0.01%
772,161
-26,405
1536
$18.7M 0.01%
326,538
-3,774
1537
$18.6M 0.01%
109,030
-32,263
1538
$18.6M 0.01%
998,529
+3,629
1539
$18.6M 0.01%
1,537,650
+220,375
1540
$18.6M 0.01%
366,928
+11,464
1541
$18.6M 0.01%
165,560
-22,898
1542
$18.6M 0.01%
538,728
-490,876
1543
$18.5M 0.01%
206,259
+16,290
1544
$18.5M 0.01%
497,286
+272,280
1545
$18.5M 0.01%
71,154
-1,629
1546
$18.5M 0.01%
166,776
-21,165
1547
$18.5M 0.01%
488,712
+238,903
1548
$18.5M 0.01%
525,869
+271,924
1549
$18.5M 0.01%
805,733
+214,854
1550
$18.5M 0.01%
1,457,511
+36,397
60 61
62
63 64