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
5026
$255K ﹤0.01%
9,740
+7,546
5027
$255K ﹤0.01%
12,433
+399
5028
$253K ﹤0.01%
6,884
+3,047
5029
$252K ﹤0.01%
10,835
-986
5030
$251K ﹤0.01%
114,108
+2,575
5031
$249K ﹤0.01%
4,228
-36,961
5032
$249K ﹤0.01%
12,839
+2,559
5033
$248K ﹤0.01%
22,226
+8,391
5034
$248K ﹤0.01%
11,195
-846
5035
$247K ﹤0.01%
5,278
-719
5036
$247K ﹤0.01%
229,014
-82,531
5037
$247K ﹤0.01%
27,911
-896,148
5038
$247K ﹤0.01%
18,963
-8,406
5039
$246K ﹤0.01%
79,703
-37,668
5040
$246K ﹤0.01%
23,129
+753
5041
$245K ﹤0.01%
29,916
+4,112
5042
$243K ﹤0.01%
15,190
-1
5043
$242K ﹤0.01%
24,468
-757
5044
$242K ﹤0.01%
21,187
+14,432
5045
$240K ﹤0.01%
25,461
+2,996
5046
$239K ﹤0.01%
12,367
+291
5047
$238K ﹤0.01%
+17,261
5048
$238K ﹤0.01%
5,369
+1,282
5049
$238K ﹤0.01%
96,499
+7,332
5050
$236K ﹤0.01%
244
-111
200 201
202
203 204