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
4301
$777K ﹤0.01%
137,485
-55,200
4302
$775K ﹤0.01%
36,066
-4,056
4303
$773K ﹤0.01%
67,754
+22,659
4304
$772K ﹤0.01%
8,540
+1,722
4305
$770K ﹤0.01%
225,120
-346,540
4306
$770K ﹤0.01%
58,392
+8,195
4307
$770K ﹤0.01%
50,598
-24,946
4308
$768K ﹤0.01%
32,496
-6,360
4309
$765K ﹤0.01%
46,314
+43,837
4310
$761K ﹤0.01%
125,836
-8,261
4311
$761K ﹤0.01%
65,658
-372,252
4312
$760K ﹤0.01%
9
+1
4313
$760K ﹤0.01%
19,219
+3,056
4314
$760K ﹤0.01%
22,056
-8,722
4315
$759K ﹤0.01%
20,097
-3,451
4316
$758K ﹤0.01%
66,772
+4,561
4317
$757K ﹤0.01%
36,918
+8,798
4318
$754K ﹤0.01%
34,970
+337
4319
$753K ﹤0.01%
52,323
-7,937
4320
$752K ﹤0.01%
138,808
-9,027
4321
$750K ﹤0.01%
22,645
+7,180
4322
$746K ﹤0.01%
4,597
+4,183
4323
$746K ﹤0.01%
40,540
-11,236
4324
$746K ﹤0.01%
7,965
+5,872
4325
$746K ﹤0.01%
358,931
+336,729
171 172
173
174 175