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
4251
$832K ﹤0.01%
44,756
+2,937
4252
$828K ﹤0.01%
75,607
+35,434
4253
$827K ﹤0.01%
31,948
-8,502
4254
$826K ﹤0.01%
28,539
-14,450
4255
$826K ﹤0.01%
50,652
+25,711
4256
$825K ﹤0.01%
62,118
-63,967
4257
$823K ﹤0.01%
45,397
+19,889
4258
$822K ﹤0.01%
66,079
+55,431
4259
$820K ﹤0.01%
37,328
-12,653
4260
$818K ﹤0.01%
99,230
-3,199
4261
$818K ﹤0.01%
3,846
+492
4262
$814K ﹤0.01%
332,332
+146,834
4263
$814K ﹤0.01%
102,338
+16,165
4264
$813K ﹤0.01%
13,294
+3,912
4265
$813K ﹤0.01%
20,304
+20,303
4266
$811K ﹤0.01%
90,775
+45,468
4267
$811K ﹤0.01%
52,041
-67,585
4268
$810K ﹤0.01%
1,905
+995
4269
$810K ﹤0.01%
99,905
+3,225
4270
$809K ﹤0.01%
16,420
+10,706
4271
$808K ﹤0.01%
25,611
+17,711
4272
$806K ﹤0.01%
50,124
-173,478
4273
$806K ﹤0.01%
185,230
-7,298
4274
$804K ﹤0.01%
70,363
+13,598
4275
$802K ﹤0.01%
41,227
-12,422
169 170
171
172 173