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
4626
$490K ﹤0.01%
+49
4627
$490K ﹤0.01%
54,941
+28,438
4628
$488K ﹤0.01%
13,657
+790
4629
$488K ﹤0.01%
26,223
+20,004
4630
$487K ﹤0.01%
34,319
+18,992
4631
$487K ﹤0.01%
11,518
+117
4632
$487K ﹤0.01%
29,749
-61,915
4633
$486K ﹤0.01%
181,311
-146,887
4634
$486K ﹤0.01%
22,863
+1
4635
$485K ﹤0.01%
38,430
+5,160
4636
$485K ﹤0.01%
3,673
+1,227
4637
$485K ﹤0.01%
19,547
-57,318
4638
$485K ﹤0.01%
2,337
+232
4639
$484K ﹤0.01%
27,765
-19,559
4640
$482K ﹤0.01%
12,785
+4,058
4641
$482K ﹤0.01%
24,764
-18,578
4642
$481K ﹤0.01%
33,667
-38,107
4643
$481K ﹤0.01%
1,521
+239
4644
$480K ﹤0.01%
25,605
-46,896
4645
$480K ﹤0.01%
69,814
+17,159
4646
$479K ﹤0.01%
23,304
-1,404
4647
$478K ﹤0.01%
72,417
-18,727
4648
$478K ﹤0.01%
41,810
-4,568
4649
$477K ﹤0.01%
67,706
+21,212
4650
$476K ﹤0.01%
119
-3,960
184 185
186
187 188