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
4651
$475K ﹤0.01%
29,708
-21,142
4652
$475K ﹤0.01%
27,353
-9,289
4653
$474K ﹤0.01%
+18,611
4654
$474K ﹤0.01%
63,425
-374,148
4655
$474K ﹤0.01%
69,042
-101,312
4656
$473K ﹤0.01%
30,656
-425,567
4657
$473K ﹤0.01%
46,575
-8,395
4658
$472K ﹤0.01%
117,602
+51,171
4659
$471K ﹤0.01%
+33,450
4660
$471K ﹤0.01%
20,517
+2,575
4661
$471K ﹤0.01%
90,855
+88,679
4662
$470K ﹤0.01%
1,167
-77
4663
$469K ﹤0.01%
14,109
-116,596
4664
$468K ﹤0.01%
18,258
-32,255
4665
$468K ﹤0.01%
39,991
+30,857
4666
$468K ﹤0.01%
91,806
+19,657
4667
$467K ﹤0.01%
37,878
-5,750
4668
$467K ﹤0.01%
3,388
-647
4669
$467K ﹤0.01%
34,541
-12,151
4670
$466K ﹤0.01%
31,683
+2,469
4671
$466K ﹤0.01%
15,428
+2,035
4672
$466K ﹤0.01%
29,071
-174,755
4673
$466K ﹤0.01%
6,680
-4,344
4674
$463K ﹤0.01%
52,816
-4,409
4675
$463K ﹤0.01%
9,171
+421
185 186
187
188 189