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
4601
$507K ﹤0.01%
10,946
-2,603
4602
$507K ﹤0.01%
54,451
+3,553
4603
$506K ﹤0.01%
+32,850
4604
$506K ﹤0.01%
27,331
-5,258
4605
$506K ﹤0.01%
28,233
+643
4606
$505K ﹤0.01%
23,904
+8,580
4607
$504K ﹤0.01%
72,995
+72,982
4608
$503K ﹤0.01%
33,463
-103,067
4609
$502K ﹤0.01%
19,434
+7,293
4610
$502K ﹤0.01%
77,804
+3,340
4611
$501K ﹤0.01%
26,742
-23,927
4612
$499K ﹤0.01%
17,165
-18,197
4613
$498K ﹤0.01%
15,088
-20,206
4614
$497K ﹤0.01%
80,071
-20,452
4615
$496K ﹤0.01%
48,187
-7,638
4616
$496K ﹤0.01%
1,255
+635
4617
$496K ﹤0.01%
16,290
-12,740
4618
$496K ﹤0.01%
27,348
-65,477
4619
$496K ﹤0.01%
79,062
-2,397
4620
$493K ﹤0.01%
4,287
-1,243
4621
$492K ﹤0.01%
15,782
-208,957
4622
$492K ﹤0.01%
33,603
-48,513
4623
$491K ﹤0.01%
2
4624
$491K ﹤0.01%
32,746
4625
$491K ﹤0.01%
45,405
+13,150
183 184
185
186 187