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
1701
$15.2M 0.01%
535,437
-209,471
1702
$15.2M 0.01%
534,416
+309,173
1703
$15.2M 0.01%
170,084
+76,254
1704
$15.2M 0.01%
290,531
+76,812
1705
$15.1M 0.01%
301,628
+49,676
1706
$15.1M 0.01%
1,668,321
+596,041
1707
$15.1M 0.01%
1,193,656
+307,763
1708
$15.1M 0.01%
434,711
+238,389
1709
$15.1M 0.01%
693,685
+133,019
1710
$15.1M 0.01%
177,546
-2,717
1711
$15.1M 0.01%
527,274
+77,848
1712
$15M 0.01%
757,170
-178,908
1713
$15M 0.01%
648,241
-478,373
1714
$15M 0.01%
880,726
-40,087
1715
$15M 0.01%
134,902
+59,573
1716
$15M 0.01%
1,163,011
-1,095,251
1717
$14.9M 0.01%
120,451
+60,216
1718
$14.9M 0.01%
192,487
+19,355
1719
$14.9M 0.01%
1,009,348
+214,970
1720
$14.9M 0.01%
552,167
+68,100
1721
$14.8M 0.01%
316,731
+83,318
1722
$14.8M 0.01%
507,352
+341,246
1723
$14.8M 0.01%
260,567
-34,236
1724
$14.8M 0.01%
752,150
+735,872
1725
$14.8M 0.01%
957,953
+547,999
67 68
69
70 71