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
4426
$648K ﹤0.01%
32,191
+9,974
4427
$646K ﹤0.01%
26,238
+9,337
4428
$645K ﹤0.01%
67,031
+25,523
4429
$645K ﹤0.01%
128,392
-67,857
4430
$644K ﹤0.01%
76,486
-485,026
4431
$644K ﹤0.01%
+12,498
4432
$637K ﹤0.01%
7,045
-11,381
4433
$635K ﹤0.01%
39,060
+1,504
4434
$635K ﹤0.01%
25,098
-164,752
4435
$634K ﹤0.01%
40,491
-72,928
4436
$634K ﹤0.01%
44,156
+21,307
4437
$633K ﹤0.01%
18,225
-3,685
4438
$633K ﹤0.01%
338,760
-102,311
4439
$632K ﹤0.01%
9,492
-11,280
4440
$632K ﹤0.01%
7,911
-1,043
4441
$632K ﹤0.01%
14,569
+1,413
4442
$629K ﹤0.01%
4,750
+545
4443
$629K ﹤0.01%
88,626
-57,236
4444
$629K ﹤0.01%
14,373
-420
4445
$628K ﹤0.01%
60,357
+48,356
4446
$628K ﹤0.01%
41,883
-2,956
4447
$627K ﹤0.01%
2,274
+607
4448
$627K ﹤0.01%
29,219
+9,877
4449
$627K ﹤0.01%
28,535
-31,564
4450
$626K ﹤0.01%
11,978
-1,488
176 177
178
179 180