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
5276
$151K ﹤0.01%
1,079
-2,198
5277
$151K ﹤0.01%
10,920
+5,414
5278
$151K ﹤0.01%
2,530
-10,662
5279
$150K ﹤0.01%
6,063
-250
5280
$150K ﹤0.01%
3,946
-2,778
5281
$150K ﹤0.01%
11,932
+1,726
5282
$150K ﹤0.01%
17,608
-21,816
5283
$149K ﹤0.01%
6,529
-2,869
5284
$149K ﹤0.01%
61,429
-172,194
5285
$149K ﹤0.01%
15,429
-106,579
5286
$148K ﹤0.01%
22,967
+2,422
5287
$147K ﹤0.01%
5,901
-2,308
5288
$147K ﹤0.01%
4,345
5289
$147K ﹤0.01%
13,391
-23,045
5290
$146K ﹤0.01%
5,440
-20,803
5291
$146K ﹤0.01%
3,422
-29,936
5292
– –
0
5293
– –
0
5294
$145K ﹤0.01%
2,445
+1,232
5295
$143K ﹤0.01%
3,538
+29
5296
$142K ﹤0.01%
11,131
+1,350
5297
$142K ﹤0.01%
6,850
+870
5298
$142K ﹤0.01%
25,433
+17,783
5299
$141K ﹤0.01%
2,600
5300
$141K ﹤0.01%
3,381
+2,058
210 211
212
213 214