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
4526
$572K ﹤0.01%
24,308
+9,632
4527
$571K ﹤0.01%
+24,424
4528
$570K ﹤0.01%
97,869
+97,860
4529
$569K ﹤0.01%
7,880
+2,777
4530
$569K ﹤0.01%
1,449
-2,919
4531
$568K ﹤0.01%
64,716
-15,205
4532
$568K ﹤0.01%
17,060
-11,077
4533
$567K ﹤0.01%
278
+64
4534
$567K ﹤0.01%
18,134
-10,622
4535
$565K ﹤0.01%
34,695
+9,309
4536
$565K ﹤0.01%
18,428
+68
4537
$565K ﹤0.01%
21,124
-36,738
4538
$565K ﹤0.01%
7,280
-6,979
4539
$564K ﹤0.01%
212,074
-2,375
4540
$561K ﹤0.01%
11,829
-188
4541
$560K ﹤0.01%
19,568
-54,075
4542
$559K ﹤0.01%
48,253
+39,261
4543
$558K ﹤0.01%
44,918
+19,297
4544
$557K ﹤0.01%
+22,812
4545
$557K ﹤0.01%
159,235
-92,518
4546
$555K ﹤0.01%
41,145
+28,180
4547
$555K ﹤0.01%
11,412
+1,914
4548
$554K ﹤0.01%
23,765
-4,723
4549
$553K ﹤0.01%
64,912
+5,204
4550
$552K ﹤0.01%
38,140
-357,151
180 181
182
183 184