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
4226
$865K ﹤0.01%
62,867
-6,219
4227
$864K ﹤0.01%
3,247
+12
4228
$862K ﹤0.01%
33,876
+5,828
4229
$862K ﹤0.01%
21,926
-55,892
4230
$862K ﹤0.01%
27,889
+18,363
4231
$859K ﹤0.01%
7,820
+3,876
4232
$857K ﹤0.01%
57,164
+43,467
4233
$856K ﹤0.01%
60,601
-10,119
4234
$854K ﹤0.01%
35,462
-19,059
4235
$853K ﹤0.01%
24,630
-31,184
4236
$853K ﹤0.01%
39,496
-22,659
4237
$852K ﹤0.01%
64,262
-87,363
4238
$847K ﹤0.01%
52,585
-62,810
4239
$845K ﹤0.01%
12,494
+4,540
4240
$845K ﹤0.01%
98,515
+18,770
4241
$843K ﹤0.01%
32,726
-14,053
4242
$840K ﹤0.01%
96,571
-4,621
4243
$839K ﹤0.01%
83,097
-9,649
4244
$838K ﹤0.01%
151,631
-44,246
4245
$837K ﹤0.01%
2,050
-1,799
4246
$837K ﹤0.01%
786
-186
4247
$837K ﹤0.01%
20,065
+1,210
4248
$836K ﹤0.01%
75,395
+2,409
4249
$835K ﹤0.01%
40,732
-18,171
4250
$833K ﹤0.01%
93,027
-64,914
168 169
170
171 172