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
4401
$674K ﹤0.01%
39,748
+37,023
4402
$673K ﹤0.01%
39,712
+3,614
4403
$672K ﹤0.01%
52,835
+25,283
4404
$671K ﹤0.01%
48,436
+4,929
4405
$671K ﹤0.01%
129,260
+32,145
4406
$668K ﹤0.01%
47,183
-992,352
4407
$668K ﹤0.01%
92,402
-6,821
4408
$668K ﹤0.01%
12,357
-723
4409
$664K ﹤0.01%
140,775
-3,351
4410
$664K ﹤0.01%
33,481
-45,605
4411
$661K ﹤0.01%
5,807
-1,596
4412
$660K ﹤0.01%
33,828
-2,879
4413
$660K ﹤0.01%
8,352
-473
4414
$659K ﹤0.01%
12,396
-692
4415
$658K ﹤0.01%
50,776
+3,425
4416
$656K ﹤0.01%
59,426
-687
4417
$655K ﹤0.01%
7,961
+2,751
4418
$655K ﹤0.01%
44,223
+44,195
4419
$654K ﹤0.01%
258
+222
4420
$654K ﹤0.01%
35,643
-2,279
4421
$654K ﹤0.01%
23,469
-19,657
4422
$653K ﹤0.01%
67,175
-751
4423
$652K ﹤0.01%
14,039
-2,018
4424
$649K ﹤0.01%
25,653
+8,972
4425
$649K ﹤0.01%
1,543
-1,520
175 176
177
178 179