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
5351
$127K ﹤0.01%
12,280
-3,155
5352
$127K ﹤0.01%
8,532
-3,190
5353
$127K ﹤0.01%
+1
5354
$127K ﹤0.01%
12,642
-17,662
5355
$127K ﹤0.01%
4,540
+58
5356
$127K ﹤0.01%
5,518
+1,123
5357
$126K ﹤0.01%
3,769
+99
5358
$126K ﹤0.01%
8,527
+1,416
5359
$125K ﹤0.01%
849
-17,580
5360
$125K ﹤0.01%
23,197
-504,659
5361
$125K ﹤0.01%
6,413
-634
5362
$125K ﹤0.01%
8,095
+4,895
5363
$124K ﹤0.01%
15,745
-15,743
5364
$124K ﹤0.01%
174
+166
5365
$124K ﹤0.01%
69,844
5366
$124K ﹤0.01%
14,372
+2,900
5367
$124K ﹤0.01%
39,700
-8,827
5368
$123K ﹤0.01%
29,001
-23,970
5369
$122K ﹤0.01%
4,516
-13,658
5370
$122K ﹤0.01%
23,001
-116,256
5371
$122K ﹤0.01%
34,937
-1,658
5372
$121K ﹤0.01%
8,731
-8,345
5373
$121K ﹤0.01%
1,552
-3,929
5374
$121K ﹤0.01%
4,490
+3
5375
$121K ﹤0.01%
10,107
-1,060
213 214
215
216 217