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
4851
$344K ﹤0.01%
40,936
+18,332
4852
$344K ﹤0.01%
14,095
+206
4853
$343K ﹤0.01%
7,815
-4,737
4854
$342K ﹤0.01%
19,631
+14,602
4855
$341K ﹤0.01%
12,874
4856
$340K ﹤0.01%
1,029
-1,940
4857
$338K ﹤0.01%
22,751
-14,591
4858
$338K ﹤0.01%
13,601
-1,859
4859
$338K ﹤0.01%
43,078
-100,068
4860
$337K ﹤0.01%
4,936
4861
$335K ﹤0.01%
9,987
+1,085
4862
$334K ﹤0.01%
8,302
+3,064
4863
$334K ﹤0.01%
12,950
+1,283
4864
$331K ﹤0.01%
25,161
+201
4865
$331K ﹤0.01%
23,545
-2,661
4866
$331K ﹤0.01%
113,638
+50,555
4867
$328K ﹤0.01%
21,789
-1,435
4868
$328K ﹤0.01%
24,515
+2,226
4869
$327K ﹤0.01%
13,854
+1,766
4870
$326K ﹤0.01%
42,740
-55,627
4871
$326K ﹤0.01%
243,991
-871,976
4872
$326K ﹤0.01%
23,366
+2,155
4873
$325K ﹤0.01%
645
+445
4874
$325K ﹤0.01%
93,117
-12,138
4875
$324K ﹤0.01%
8,125
-2,614
193 194
195
196 197