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
4351
$717K ﹤0.01%
22,801
-14,804
4352
$717K ﹤0.01%
69,669
-4,386
4353
$717K ﹤0.01%
172,930
+9,977
4354
$716K ﹤0.01%
30,780
+28,214
4355
$715K ﹤0.01%
116,570
+68,633
4356
$715K ﹤0.01%
14,678
-4,122
4357
$714K ﹤0.01%
72,254
+56,224
4358
$714K ﹤0.01%
189,890
-254,983
4359
$714K ﹤0.01%
14,477
+8,476
4360
$713K ﹤0.01%
39,014
+23,394
4361
$713K ﹤0.01%
31,023
-6,573
4362
$711K ﹤0.01%
28,179
+14,023
4363
$710K ﹤0.01%
59,570
+10,200
4364
$708K ﹤0.01%
38,520
-26,646
4365
– –
0
4366
$708K ﹤0.01%
269,288
-1,150
4367
$707K ﹤0.01%
14,363
+359
4368
$706K ﹤0.01%
9,395
+1,804
4369
$705K ﹤0.01%
54,170
+49,688
4370
$704K ﹤0.01%
31,650
+687
4371
$704K ﹤0.01%
85,798
+39,737
4372
$703K ﹤0.01%
22,988
+20,162
4373
$702K ﹤0.01%
10,694
-17,594
4374
$701K ﹤0.01%
52,077
+7,295
4375
$699K ﹤0.01%
47,727
-13,594
173 174
175
176 177