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
4676
$462K ﹤0.01%
4,286
-151
4677
$461K ﹤0.01%
40,293
-25,918
4678
$461K ﹤0.01%
49,845
-9,308
4679
$460K ﹤0.01%
22,424
+18,490
4680
$458K ﹤0.01%
23,446
+2,312
4681
$457K ﹤0.01%
15,666
-6,517
4682
$457K ﹤0.01%
208
-24
4683
$457K ﹤0.01%
48,869
-5,495
4684
$457K ﹤0.01%
37,858
-3,827
4685
$455K ﹤0.01%
12,063
+233
4686
$454K ﹤0.01%
9,359
4687
$454K ﹤0.01%
18,069
-47,686
4688
$451K ﹤0.01%
12,802
+1,822
4689
$451K ﹤0.01%
64,494
+22,370
4690
$450K ﹤0.01%
28,003
-4,685
4691
$450K ﹤0.01%
17,738
+12,148
4692
$449K ﹤0.01%
28,244
+15,053
4693
$449K ﹤0.01%
28,341
-104
4694
$449K ﹤0.01%
10,673
+6,224
4695
$448K ﹤0.01%
11,747
-2,470
4696
$447K ﹤0.01%
25,293
-13,736
4697
$446K ﹤0.01%
14,103
-461
4698
$446K ﹤0.01%
26,604
-505,552
4699
$445K ﹤0.01%
24,211
-8,367
4700
$444K ﹤0.01%
8,650
+2,711
186 187
188
189 190