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
4751
$406K ﹤0.01%
24,896
-758
4752
$405K ﹤0.01%
45,366
-443
4753
$405K ﹤0.01%
180,069
-1,600
4754
$404K ﹤0.01%
34,494
-33,714
4755
$404K ﹤0.01%
1,538
+1,154
4756
$404K ﹤0.01%
29,924
+10,399
4757
$404K ﹤0.01%
20,948
+5,013
4758
$403K ﹤0.01%
19,938
-33,832
4759
$403K ﹤0.01%
802
+170
4760
$402K ﹤0.01%
28,893
-2,511
4761
$402K ﹤0.01%
18,777
+10,009
4762
$401K ﹤0.01%
13,602
-2,471
4763
$401K ﹤0.01%
56,137
+40,298
4764
$400K ﹤0.01%
29,895
-415
4765
$400K ﹤0.01%
601
+452
4766
$400K ﹤0.01%
27,523
-63,891
4767
$398K ﹤0.01%
7,117
-1,035
4768
$398K ﹤0.01%
42,736
+3,605
4769
$397K ﹤0.01%
3,581
+376
4770
$397K ﹤0.01%
19,835
-6,695
4771
$396K ﹤0.01%
28,320
-2,803
4772
$396K ﹤0.01%
19,938
-4,591
4773
$396K ﹤0.01%
93,549
-38,702
4774
$395K ﹤0.01%
7,406
-56,902
4775
$395K ﹤0.01%
+31,338
189 190
191
192 193