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
5101
$210K ﹤0.01%
15,758
+248
5102
$210K ﹤0.01%
15,755
+9,258
5103
$209K ﹤0.01%
44,430
+14,905
5104
$209K ﹤0.01%
10,633
-1,737
5105
$209K ﹤0.01%
8,285
+7,781
5106
$208K ﹤0.01%
43,898
-36,133
5107
$207K ﹤0.01%
13,987
-57,831
5108
$206K ﹤0.01%
2,475
+99
5109
$206K ﹤0.01%
3,669
-1,066
5110
$205K ﹤0.01%
5,136
-14,924
5111
$205K ﹤0.01%
19,008
-164
5112
$204K ﹤0.01%
4,772
-9,155
5113
$204K ﹤0.01%
10,336
-95,493
5114
$204K ﹤0.01%
29,292
-6,584
5115
$203K ﹤0.01%
10,644
+1,533
5116
$203K ﹤0.01%
9,181
-3,317
5117
$202K ﹤0.01%
21
+18
5118
$202K ﹤0.01%
24,982
-13,267
5119
$201K ﹤0.01%
11,423
-70,392
5120
$201K ﹤0.01%
2,759
-3,514
5121
$201K ﹤0.01%
14,274
-802
5122
$201K ﹤0.01%
29,671
+13,774
5123
$200K ﹤0.01%
30,110
-8,290
5124
$200K ﹤0.01%
12
-6
5125
$200K ﹤0.01%
7,029
-7,173
203 204
205
206 207