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
5001
$267K ﹤0.01%
7,700
-2,868
5002
$267K ﹤0.01%
19,840
+15,190
5003
$267K ﹤0.01%
14,496
-5,422
5004
$266K ﹤0.01%
16,223
-31,419
5005
$266K ﹤0.01%
150
+111
5006
$266K ﹤0.01%
75,010
+352
5007
$265K ﹤0.01%
17,701
-206
5008
$265K ﹤0.01%
55,469
-78,520
5009
$264K ﹤0.01%
11,642
-9,374
5010
$264K ﹤0.01%
15,583
+2,351
5011
$263K ﹤0.01%
14,775
+11,600
5012
$263K ﹤0.01%
32,923
+1,879
5013
$262K ﹤0.01%
25,164
+101
5014
$262K ﹤0.01%
31,052
-4,094
5015
$261K ﹤0.01%
10,572
+9,745
5016
$261K ﹤0.01%
25,707
+9,332
5017
$261K ﹤0.01%
6,754
-110
5018
$260K ﹤0.01%
6,033
-9,819
5019
$260K ﹤0.01%
5,182
+4,854
5020
$259K ﹤0.01%
2,858
+1,211
5021
$259K ﹤0.01%
5,091
-7,744
5022
$258K ﹤0.01%
24,667
+5,777
5023
$257K ﹤0.01%
63,818
-10,586
5024
$257K ﹤0.01%
11,185
-1,717
5025
$257K ﹤0.01%
142,724
-215,049
199 200
201
202 203