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
4726
$426K ﹤0.01%
46,986
-51,598
4727
$424K ﹤0.01%
87,407
+40,577
4728
$424K ﹤0.01%
20,589
+80
4729
$424K ﹤0.01%
30,640
-30,487
4730
$423K ﹤0.01%
17,082
-65
4731
$423K ﹤0.01%
18,395
-4,640
4732
$422K ﹤0.01%
21,464
-7,790
4733
$421K ﹤0.01%
13,420
+4,188
4734
$419K ﹤0.01%
11,634
+11,128
4735
$418K ﹤0.01%
58,415
-7,453
4736
$418K ﹤0.01%
90,513
+39,880
4737
$417K ﹤0.01%
39,720
+1,320
4738
$416K ﹤0.01%
13,833
+898
4739
$413K ﹤0.01%
31,162
-3,909
4740
$411K ﹤0.01%
15,557
+675
4741
$410K ﹤0.01%
9,321
-2,242
4742
$409K ﹤0.01%
42,440
-25,799
4743
$409K ﹤0.01%
39,521
+2,098
4744
$409K ﹤0.01%
10,317
+8,252
4745
$408K ﹤0.01%
44,643
-6,665
4746
$408K ﹤0.01%
5,559
+2,770
4747
$407K ﹤0.01%
40,179
+3,916
4748
$406K ﹤0.01%
16,107
-19,197
4749
$406K ﹤0.01%
8,162
-102,423
4750
$406K ﹤0.01%
36,490
-1,233
188 189
190
191 192