Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
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
4151
$950K ﹤0.01%
118,308
-158,520
4152
$949K ﹤0.01%
34,927
+7,593
4153
$948K ﹤0.01%
205,200
+162,812
4154
$946K ﹤0.01%
110,500
-51,450
4155
$945K ﹤0.01%
22,610
+9,377
4156
$943K ﹤0.01%
129,001
+428
4157
$943K ﹤0.01%
9,357
-5,019
4158
$940K ﹤0.01%
49,562
+31,337
4159
$939K ﹤0.01%
37,205
-20,511
4160
$939K ﹤0.01%
53,038
-46,056
4161
$938K ﹤0.01%
92,862
-6,891
4162
$938K ﹤0.01%
63,791
+3,081
4163
$937K ﹤0.01%
110,363
-8,427
4164
$936K ﹤0.01%
71,172
+17,838
4165
$935K ﹤0.01%
73,516
+38,051
4166
$935K ﹤0.01%
53,231
+2,152
4167
$935K ﹤0.01%
96,371
+18,233
4168
$933K ﹤0.01%
73,678
+25,872
4169
$931K ﹤0.01%
41,684
+4,037
4170
$928K ﹤0.01%
22,907
+1,730
4171
$928K ﹤0.01%
51,609
+7,253
4172
$927K ﹤0.01%
143,267
-10,266
4173
$926K ﹤0.01%
177,998
+6,531
4174
$926K ﹤0.01%
83,731
-110,839
4175
$925K ﹤0.01%
18,967
-53,409
165 166
167
168 169