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
1601
$17.4M 0.01%
597,123
+61,304
1602
$17.4M 0.01%
437,979
-193,214
1603
$17.4M 0.01%
994,505
-106,500
1604
$17.4M 0.01%
601,584
+326,031
1605
$17.3M 0.01%
1,535,080
+25,280
1606
$17.3M 0.01%
993,425
-51,222
1607
$17.3M 0.01%
1,077,624
-2,219,193
1608
$17.2M 0.01%
470,410
+57,990
1609
$17.2M 0.01%
273,248
-350,184
1610
$17.2M 0.01%
540,023
-234,144
1611
$17.2M 0.01%
675,242
-73,340
1612
$17.2M 0.01%
186,307
+58,695
1613
$17.2M 0.01%
650,035
+3,048
1614
$17.2M 0.01%
1,044,613
+595,383
1615
$17.1M 0.01%
118,965
+53,844
1616
$17.1M 0.01%
447,977
+86,755
1617
$17.1M 0.01%
2,018,474
+973,292
1618
$17M 0.01%
405,933
+33,753
1619
$17M 0.01%
428,643
+186,790
1620
$17M 0.01%
541,783
+7,087
1621
$17M 0.01%
746,277
+209,094
1622
$17M 0.01%
1,016,373
+23,969
1623
$16.9M 0.01%
314,930
+91,373
1624
$16.9M 0.01%
308,269
+178,225
1625
$16.9M 0.01%
797,339
+69,861
63 64
65
66 67