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
4826
$358K ﹤0.01%
+19,851
4827
$357K ﹤0.01%
14,476
-1,996
4828
$357K ﹤0.01%
13,298
-215
4829
$357K ﹤0.01%
219,539
+27,477
4830
$355K ﹤0.01%
39,570
-63,492
4831
$355K ﹤0.01%
338,313
+62,100
4832
$354K ﹤0.01%
25,987
-20,005
4833
$353K ﹤0.01%
10,634
+1,913
4834
$352K ﹤0.01%
4,967
-3,164
4835
$352K ﹤0.01%
66,921
-31,652
4836
$351K ﹤0.01%
15,207
-1,617
4837
$351K ﹤0.01%
+35,347
4838
$350K ﹤0.01%
7,142
-116
4839
$350K ﹤0.01%
12,382
-9,225
4840
$350K ﹤0.01%
27,402
-1,486
4841
$350K ﹤0.01%
22,813
-392,690
4842
$347K ﹤0.01%
12,873
-12,271
4843
$347K ﹤0.01%
186
+115
4844
$345K ﹤0.01%
14,436
+4,436
4845
$345K ﹤0.01%
119,050
-245,853
4846
$345K ﹤0.01%
18,189
-3,247
4847
$345K ﹤0.01%
24,190
+21,688
4848
$344K ﹤0.01%
10,396
+3,832
4849
$344K ﹤0.01%
5,768
+1,693
4850
$344K ﹤0.01%
41,806
+15,914
192 193
194
195 196