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
4901
$311K ﹤0.01%
6,596
+713
4902
$311K ﹤0.01%
37,693
-10,021
4903
$311K ﹤0.01%
18,978
-7,355
4904
$310K ﹤0.01%
21,310
+375
4905
$310K ﹤0.01%
21,697
+9,170
4906
$310K ﹤0.01%
42,411
-5,987
4907
$309K ﹤0.01%
16,181
-3,294
4908
$309K ﹤0.01%
7,488
-4,024
4909
$308K ﹤0.01%
18,202
-1,963
4910
$308K ﹤0.01%
10,894
+9,466
4911
$307K ﹤0.01%
29,690
-7,315
4912
$307K ﹤0.01%
23,214
+774
4913
$306K ﹤0.01%
17,820
-211
4914
$305K ﹤0.01%
24,712
-3,430
4915
$304K ﹤0.01%
22,262
+8,839
4916
$304K ﹤0.01%
18,782
+3,340
4917
$304K ﹤0.01%
25,400
+24,700
4918
$303K ﹤0.01%
2,546
+1,137
4919
$303K ﹤0.01%
14,559
+452
4920
$302K ﹤0.01%
40,707
+10,965
4921
$302K ﹤0.01%
7,969
+4,136
4922
$302K ﹤0.01%
37,480
+4,581
4923
$302K ﹤0.01%
10,884
+3,259
4924
$301K ﹤0.01%
6,214
-24,903
4925
$301K ﹤0.01%
99,302
-137,706
195 196
197
198 199