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
4801
$379K ﹤0.01%
1,351
+1,119
4802
$379K ﹤0.01%
180,885
+116,010
4803
$379K ﹤0.01%
+20,357
4804
$378K ﹤0.01%
22,518
-4,942
4805
$376K ﹤0.01%
38,193
+13,377
4806
$376K ﹤0.01%
15,193
+2,890
4807
$375K ﹤0.01%
154,200
+31,538
4808
$374K ﹤0.01%
39,065
+31,594
4809
$374K ﹤0.01%
6,031
-2,427
4810
$373K ﹤0.01%
30,260
+1,041
4811
$372K ﹤0.01%
31,188
-29,018
4812
$371K ﹤0.01%
114,340
+53,861
4813
$371K ﹤0.01%
+21,830
4814
$370K ﹤0.01%
17,604
-1,038
4815
$368K ﹤0.01%
34,915
-6,439
4816
$368K ﹤0.01%
35,023
-114,754
4817
$367K ﹤0.01%
12,597
-156
4818
$365K ﹤0.01%
27,198
-35,457
4819
$365K ﹤0.01%
5,796
+960
4820
$364K ﹤0.01%
13,091
+1,555
4821
$360K ﹤0.01%
45,092
-265
4822
$360K ﹤0.01%
6,525
+5,956
4823
$359K ﹤0.01%
124,655
-9,424
4824
$359K ﹤0.01%
23,659
+15,064
4825
$359K ﹤0.01%
6,850
+16
191 192
193
194 195