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
1626
$16.9M 0.01%
347,086
+135,970
1627
$16.9M 0.01%
381,237
+157,670
1628
$16.8M 0.01%
1,242,421
+45,908
1629
$16.8M 0.01%
1,213,065
-433,428
1630
$16.8M 0.01%
1,269,455
+7,193
1631
$16.8M 0.01%
418,909
+215,353
1632
$16.7M 0.01%
385,926
+78,385
1633
$16.7M 0.01%
862,196
+38,948
1634
$16.7M 0.01%
1,440,066
-425,364
1635
$16.7M 0.01%
528,839
+192,670
1636
$16.7M 0.01%
1,072,278
-123,743
1637
$16.6M 0.01%
942,272
+18,686
1638
$16.6M 0.01%
292,360
-25,460
1639
$16.6M 0.01%
743,573
+637,181
1640
$16.6M 0.01%
409,284
-102,027
1641
$16.6M 0.01%
75,989
-73,405
1642
$16.6M 0.01%
1,211,475
+568,941
1643
$16.6M 0.01%
444,139
-3,275
1644
$16.5M 0.01%
145,209
+77,006
1645
$16.5M 0.01%
405,848
+14,823
1646
$16.5M 0.01%
319,414
-918,426
1647
$16.5M 0.01%
235,554
-1,137,749
1648
$16.5M 0.01%
303,321
+152,548
1649
$16.4M 0.01%
642,647
-822,253
1650
$16.3M 0.01%
2,431,859
+2,190,347