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
4926
$300K ﹤0.01%
8,763
-3,305
4927
$300K ﹤0.01%
196,311
-14,859
4928
$299K ﹤0.01%
90,975
+41,797
4929
$299K ﹤0.01%
2,762
+2,260
4930
$299K ﹤0.01%
23,107
-2,458
4931
$298K ﹤0.01%
55,108
-23,993
4932
$298K ﹤0.01%
9,263
-339
4933
$297K ﹤0.01%
115,345
+5,192
4934
$296K ﹤0.01%
47,383
+9,500
4935
$296K ﹤0.01%
24,917
+110
4936
$296K ﹤0.01%
8,165
+112
4937
$295K ﹤0.01%
11,943
-1,523
4938
$295K ﹤0.01%
20,317
+20,301
4939
$295K ﹤0.01%
11,021
-86
4940
$294K ﹤0.01%
14,028
+6,620
4941
$294K ﹤0.01%
37,793
+29,535
4942
$294K ﹤0.01%
145,000
+7,500
4943
$293K ﹤0.01%
19,716
-2,000
4944
$292K ﹤0.01%
22,055
+18,395
4945
$292K ﹤0.01%
7,699
+4,863
4946
$292K ﹤0.01%
16,800
-244,080
4947
$292K ﹤0.01%
152,624
-3,027,824
4948
$291K ﹤0.01%
15,202
+1,005
4949
$291K ﹤0.01%
18,608
-2,506
4950
$291K ﹤0.01%
13,015
-3,901
196 197
198
199 200