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
1776
$13.9M ﹤0.01%
+810,781
1777
$13.9M ﹤0.01%
297,748
+65,906
1778
$13.9M ﹤0.01%
1,232,083
+90,415
1779
$13.9M ﹤0.01%
1,288,077
-92,891
1780
$13.9M ﹤0.01%
1,281,643
+73,672
1781
$13.9M ﹤0.01%
222,908
-11,087
1782
$13.8M ﹤0.01%
730,003
+379,967
1783
$13.8M ﹤0.01%
968,244
+7,163
1784
$13.8M ﹤0.01%
353,358
+148,182
1785
$13.7M ﹤0.01%
258,924
+159,189
1786
$13.7M ﹤0.01%
647,891
-96,745
1787
$13.7M ﹤0.01%
435,767
-455,569
1788
$13.7M ﹤0.01%
565,139
-92,762
1789
$13.7M ﹤0.01%
666,185
+606,893
1790
$13.7M ﹤0.01%
157,497
+27,905
1791
$13.7M ﹤0.01%
166,844
+12,777
1792
$13.6M ﹤0.01%
1,979,908
-78,893
1793
$13.6M ﹤0.01%
360,967
+127,028
1794
$13.5M ﹤0.01%
122,181
+75,028
1795
$13.5M ﹤0.01%
1,027,862
-66,127
1796
$13.5M ﹤0.01%
446,180
+189,622
1797
$13.5M ﹤0.01%
175,404
+225
1798
$13.5M ﹤0.01%
846,012
-71,952
1799
$13.4M ﹤0.01%
188,727
+29,369
1800
$13.4M ﹤0.01%
373,236
-196,744
70 71
72
73 74