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
5226
$165K ﹤0.01%
12,213
-193
5227
$165K ﹤0.01%
7,010
-17,392
5228
$165K ﹤0.01%
17,836
-8,004
5229
$165K ﹤0.01%
4,974
+4,323
5230
$164K ﹤0.01%
1,805
+1,588
5231
$164K ﹤0.01%
8,951
-14,187
5232
$164K ﹤0.01%
13,900
+2,487
5233
$163K ﹤0.01%
22,558
+7,863
5234
$163K ﹤0.01%
230
-130
5235
$163K ﹤0.01%
18,734
-1,165
5236
$163K ﹤0.01%
12,000
+1,000
5237
$162K ﹤0.01%
42,615
-16,515
5238
$162K ﹤0.01%
14,287
-105
5239
$162K ﹤0.01%
22,480
+5,676
5240
$161K ﹤0.01%
5,024
+1
5241
$161K ﹤0.01%
82
+13
5242
$161K ﹤0.01%
1,300
5243
$161K ﹤0.01%
22,490
+11,865
5244
$160K ﹤0.01%
18,812
-677
5245
$160K ﹤0.01%
186,921
-1,000
5246
$160K ﹤0.01%
25,764
+9,881
5247
$159K ﹤0.01%
111
+94
5248
$159K ﹤0.01%
18,658
+4,699
5249
– –
0
5250
$158K ﹤0.01%
30,261
+15,995
208 209
210
211 212