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
4576
$536K ﹤0.01%
12,668
-3,758
4577
$535K ﹤0.01%
38,049
-1,873
4578
$534K ﹤0.01%
143,634
+1,279
4579
$534K ﹤0.01%
275,633
-12,969
4580
$534K ﹤0.01%
10,948
-191
4581
$532K ﹤0.01%
69,938
-367,507
4582
$532K ﹤0.01%
131,221
+59,872
4583
$531K ﹤0.01%
248,044
+14,508
4584
$531K ﹤0.01%
57,562
+56,362
4585
$529K ﹤0.01%
16,693
+10,215
4586
$528K ﹤0.01%
20,584
+11,373
4587
$522K ﹤0.01%
6,646
-6,288
4588
$522K ﹤0.01%
33,845
-20,804
4589
$522K ﹤0.01%
37,628
+1,205
4590
$521K ﹤0.01%
16,165
-17,826
4591
$519K ﹤0.01%
7,417
-55,731
4592
$519K ﹤0.01%
41,584
+386
4593
$513K ﹤0.01%
15,634
-42,668
4594
$512K ﹤0.01%
16,673
-928
4595
$512K ﹤0.01%
15,744
+1,348
4596
$511K ﹤0.01%
48,628
-369,298
4597
$510K ﹤0.01%
27,326
+6,642
4598
$510K ﹤0.01%
55,413
-134,521
4599
$510K ﹤0.01%
12,801
-3,652
4600
$508K ﹤0.01%
21,706
-6,702
182 183
184
185 186