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
4451
$626K ﹤0.01%
53,625
-3,883
4452
$625K ﹤0.01%
37,471
-8,899
4453
$625K ﹤0.01%
39,210
-737
4454
$622K ﹤0.01%
7,864
-67,027
4455
$621K ﹤0.01%
384
-114
4456
$621K ﹤0.01%
54,736
+25,003
4457
$621K ﹤0.01%
19,620
-417
4458
$621K ﹤0.01%
26,994
-2,220
4459
$621K ﹤0.01%
66,656
+13,136
4460
$619K ﹤0.01%
38,624
+4,190
4461
$619K ﹤0.01%
55,974
-116,214
4462
$617K ﹤0.01%
36,476
-8,353
4463
$616K ﹤0.01%
29,270
+11,763
4464
$614K ﹤0.01%
33,192
+6,430
4465
$614K ﹤0.01%
25,136
-33,151
4466
$614K ﹤0.01%
15,099
+105
4467
$613K ﹤0.01%
86,066
-8,639
4468
$612K ﹤0.01%
42,784
+1
4469
$611K ﹤0.01%
4,832
+4,792
4470
$611K ﹤0.01%
25,080
-1,771
4471
$611K ﹤0.01%
85,480
+51,732
4472
$611K ﹤0.01%
29,251
-17,549
4473
$611K ﹤0.01%
18,035
+1,403
4474
$610K ﹤0.01%
41,852
-9,667
4475
$610K ﹤0.01%
62,178
-29,714
177 178
179
180 181