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
4876
$323K ﹤0.01%
138,874
+107,437
4877
$322K ﹤0.01%
27,381
+8,925
4878
$321K ﹤0.01%
243
+19
4879
$320K ﹤0.01%
12,496
+297
4880
$319K ﹤0.01%
2,069
-20,505
4881
$319K ﹤0.01%
174,878
+2,397
4882
$318K ﹤0.01%
241
+237
4883
$318K ﹤0.01%
118,182
+73,299
4884
$317K ﹤0.01%
6,214
+324
4885
$317K ﹤0.01%
4,275
+1,786
4886
$317K ﹤0.01%
49,681
+47,001
4887
$316K ﹤0.01%
22,674
+9,451
4888
$316K ﹤0.01%
23,594
+1,771
4889
$316K ﹤0.01%
16,411
-34,626
4890
$316K ﹤0.01%
12,890
+4,032
4891
$314K ﹤0.01%
20,637
+17,260
4892
$314K ﹤0.01%
11,971
-3,007
4893
$313K ﹤0.01%
40,348
-56,914
4894
$313K ﹤0.01%
106,653
+60,570
4895
$313K ﹤0.01%
46,022
+2,956
4896
$312K ﹤0.01%
19,107
-736
4897
$312K ﹤0.01%
90,380
-139,270
4898
$312K ﹤0.01%
26,052
-431,291
4899
$312K ﹤0.01%
2,642
-322
4900
$312K ﹤0.01%
7,149
-1,498
194 195
196
197 198