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
5376
$121K ﹤0.01%
1,214
+924
5377
$120K ﹤0.01%
13,985
-20,626
5378
$120K ﹤0.01%
329,258
+138,993
5379
$120K ﹤0.01%
18,887
+7,645
5380
$119K ﹤0.01%
2,218
-495
5381
$119K ﹤0.01%
1,426
+1,410
5382
$119K ﹤0.01%
4,604
+1,195
5383
$119K ﹤0.01%
2,780
-2,682
5384
$119K ﹤0.01%
13,725
-9,043
5385
$118K ﹤0.01%
2,300
-8,322
5386
$118K ﹤0.01%
14,306
-11,475
5387
$118K ﹤0.01%
111,967
-20,396
5388
$117K ﹤0.01%
+4,650
5389
$117K ﹤0.01%
9,621
-16,203
5390
$117K ﹤0.01%
5,383
+100
5391
$117K ﹤0.01%
9,456
-3,688
5392
$117K ﹤0.01%
33,814
-2,167
5393
$117K ﹤0.01%
18,691
-26,100
5394
$116K ﹤0.01%
75
+59
5395
$116K ﹤0.01%
56
+33
5396
$116K ﹤0.01%
7,681
+2,772
5397
$116K ﹤0.01%
4,846
+276
5398
$116K ﹤0.01%
+11,643
5399
$116K ﹤0.01%
14,053
-232,057
5400
$115K ﹤0.01%
9,353
-16,036
214 215
216
217 218