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
1676
$15.8M 0.01%
391,641
+105,540
1677
$15.7M 0.01%
390,930
+211,682
1678
$15.7M 0.01%
394,746
+36,069
1679
$15.6M 0.01%
614,191
+25,071
1680
$15.6M 0.01%
899,510
+402,791
1681
$15.6M 0.01%
+157,543
1682
$15.6M 0.01%
97,249
+15,421
1683
$15.6M 0.01%
1,188,026
-34,445
1684
$15.6M 0.01%
692,563
+10,532
1685
$15.6M 0.01%
936,095
-455,493
1686
$15.6M 0.01%
235,054
+62,732
1687
$15.6M 0.01%
754,750
-586,683
1688
$15.5M 0.01%
731,743
+59,544
1689
$15.5M 0.01%
1,956,462
-303,294
1690
$15.5M 0.01%
400,150
+75,755
1691
$15.5M 0.01%
124,650
+52,995
1692
$15.5M 0.01%
677,832
+325,764
1693
$15.4M 0.01%
492,607
-11,386
1694
$15.4M 0.01%
34,616
+10,361
1695
$15.4M 0.01%
280,998
+43,409
1696
$15.3M 0.01%
559,414
+250,249
1697
$15.3M 0.01%
384,878
+347,133
1698
$15.3M 0.01%
265,385
-80,434
1699
$15.3M 0.01%
1,424,867
+34,680
1700
$15.3M 0.01%
160,772
+24,082
66 67
68
69 70