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
4201
$897K ﹤0.01%
11,911
-35,184
4202
$895K ﹤0.01%
50,011
-6,052
4203
$892K ﹤0.01%
25,415
-16,802
4204
$890K ﹤0.01%
67,823
+1,973
4205
$890K ﹤0.01%
41
+34
4206
$889K ﹤0.01%
22,651
+13,941
4207
$885K ﹤0.01%
27,018
+13,777
4208
$885K ﹤0.01%
40,257
-94,188
4209
$882K ﹤0.01%
12,212
+5,980
4210
$882K ﹤0.01%
39,299
+27,980
4211
$881K ﹤0.01%
13,506
+4,603
4212
$881K ﹤0.01%
226,529
+93,918
4213
$880K ﹤0.01%
40,390
-43,491
4214
$879K ﹤0.01%
17,588
-927
4215
$878K ﹤0.01%
68,999
-37,739
4216
$877K ﹤0.01%
8,441
+3,029
4217
$873K ﹤0.01%
37,378
+14,454
4218
$873K ﹤0.01%
146,213
-70,374
4219
$871K ﹤0.01%
130,112
-628,991
4220
$870K ﹤0.01%
9,520
+7,598
4221
$867K ﹤0.01%
102,673
-28,945
4222
$867K ﹤0.01%
34,257
+3,510
4223
$866K ﹤0.01%
187,807
+44,029
4224
$866K ﹤0.01%
17,382
-52,647
4225
$866K ﹤0.01%
59,616
-4,258
167 168
169
170 171