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
5076
$225K ﹤0.01%
32,911
-150,249
5077
$224K ﹤0.01%
57,159
+32,680
5078
$223K ﹤0.01%
6,077
-75,455
5079
$223K ﹤0.01%
11,512
-27,851
5080
$221K ﹤0.01%
9,407
-1,225
5081
$221K ﹤0.01%
20,832
+144
5082
$221K ﹤0.01%
15,279
-2,983
5083
$220K ﹤0.01%
+11,406
5084
$219K ﹤0.01%
7,874
-2,259
5085
$218K ﹤0.01%
22,017
-9,283
5086
$217K ﹤0.01%
766
+140
5087
$217K ﹤0.01%
17,949
+14,281
5088
$217K ﹤0.01%
7,089
+4,277
5089
$216K ﹤0.01%
12,872
-16,863
5090
$215K ﹤0.01%
17,789
-5,068
5091
$214K ﹤0.01%
10,612
+1,006
5092
$213K ﹤0.01%
1,084
+224
5093
$213K ﹤0.01%
19,787
-14,172
5094
$212K ﹤0.01%
4,088
-15,290
5095
$212K ﹤0.01%
50,724
-14,100
5096
$212K ﹤0.01%
12,286
+1,235
5097
$212K ﹤0.01%
17,097
-21,720
5098
$211K ﹤0.01%
+11,517
5099
$210K ﹤0.01%
4,538
+439
5100
$210K ﹤0.01%
10,211
+516
202 203
204
205 206