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
5126
$200K ﹤0.01%
32,428
-39,234
5127
$199K ﹤0.01%
2,499
+798
5128
$199K ﹤0.01%
13,070
-6,528
5129
$199K ﹤0.01%
2
-82
5130
$199K ﹤0.01%
14,855
-12,553
5131
$198K ﹤0.01%
263,916
-378,034
5132
$198K ﹤0.01%
4,301
+3,951
5133
$197K ﹤0.01%
5,009
+2,889
5134
$197K ﹤0.01%
355,805
+123,393
5135
$197K ﹤0.01%
8,108
-37,252
5136
$197K ﹤0.01%
16,654
-53,092
5137
$197K ﹤0.01%
164,088
+83,209
5138
$197K ﹤0.01%
173,656
-119,817
5139
$197K ﹤0.01%
40,368
+28,764
5140
$196K ﹤0.01%
17,729
+1
5141
$196K ﹤0.01%
8,506
-1,167
5142
$196K ﹤0.01%
7,121
-882
5143
$196K ﹤0.01%
19,162
+4,243
5144
$196K ﹤0.01%
4,768
+4,418
5145
$195K ﹤0.01%
51,473
+203
5146
$195K ﹤0.01%
7,794
-1,863
5147
$195K ﹤0.01%
6,061
+3,369
5148
$195K ﹤0.01%
45,875
-19,432
5149
$194K ﹤0.01%
29,626
-3,000
5150
$194K ﹤0.01%
45,381
-44,974
204 205
206
207 208