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
1651
$16.3M 0.01%
782,998
+57,676
1652
$16.3M 0.01%
592,194
-228,793
1653
$16.3M 0.01%
625,258
-52,815
1654
$16.3M 0.01%
564,451
+90,132
1655
$16.3M 0.01%
1,297,442
+586,980
1656
$16.3M 0.01%
284,563
-325,041
1657
$16.2M 0.01%
70,887
-51,666
1658
$16.2M 0.01%
1,765,028
+26,155
1659
$16.2M 0.01%
3,106,140
+877,637
1660
$16.2M 0.01%
548,749
+42,173
1661
$16.1M 0.01%
273,312
+173,981
1662
$16.1M 0.01%
479,435
+346,359
1663
$16.1M 0.01%
1,702,905
+1,420,873
1664
$16.1M 0.01%
358,652
+240,708
1665
$16.1M 0.01%
522,511
+592
1666
$16.1M 0.01%
72,086
-5,941
1667
$16.1M 0.01%
1,073,066
-24,710
1668
$16M 0.01%
393,960
-9,360
1669
$16M 0.01%
751,577
+57,154
1670
$15.9M 0.01%
1,065,343
-46,551
1671
$15.9M 0.01%
911,936
+149,126
1672
$15.8M 0.01%
791,848
+233,364
1673
$15.8M 0.01%
207,071
-139,873
1674
$15.8M 0.01%
1,147,887
-24,630
1675
$15.8M 0.01%
1,096,827
+157,564