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
1876
$12.2M ﹤0.01%
315,704
-58,679
1877
$12.2M ﹤0.01%
363,156
-229,610
1878
$12.2M ﹤0.01%
301,336
-150,943
1879
$12.1M ﹤0.01%
300,015
+49,685
1880
$12.1M ﹤0.01%
254,956
+54,923
1881
$12.1M ﹤0.01%
43,175
+11,262
1882
$12.1M ﹤0.01%
805,124
+18,960
1883
$12.1M ﹤0.01%
190,526
+5,328
1884
$12.1M ﹤0.01%
335,762
+147,070
1885
$12.1M ﹤0.01%
334,590
+91,880
1886
$12.1M ﹤0.01%
483,401
+108,107
1887
$12.1M ﹤0.01%
378,210
+44,202
1888
$12.1M ﹤0.01%
353,730
+244,453
1889
$12.1M ﹤0.01%
1,037,121
+841,077
1890
$12.1M ﹤0.01%
10,550
+550
1891
$12M ﹤0.01%
569,528
-839,016
1892
$12M ﹤0.01%
455,262
+227,942
1893
$12M ﹤0.01%
491,028
-274,666
1894
$12M ﹤0.01%
220,004
-67,396
1895
$12M ﹤0.01%
267,684
-23,608
1896
$12M ﹤0.01%
109,735
-6,839
1897
$12M ﹤0.01%
734,698
+13,527
1898
$12M ﹤0.01%
361,677
+77,395
1899
$12M ﹤0.01%
229,112
+93,029
1900
$11.9M ﹤0.01%
1,413,870
-22,779
74 75
76
77 78