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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
5451
$103K ﹤0.01%
7,093
-165,785
5452
$103K ﹤0.01%
5,702
+4,038
5453
$103K ﹤0.01%
206,787
-140,533
5454
$103K ﹤0.01%
64,253
-14,640
5455
$102K ﹤0.01%
4,198
+1,728
5456
$102K ﹤0.01%
4,549
-5,463
5457
$102K ﹤0.01%
61,549
+23,809
5458
$102K ﹤0.01%
1,537
-71
5459
$102K ﹤0.01%
12,206
-3,205
5460
$102K ﹤0.01%
16,917
-9,584
5461
$102K ﹤0.01%
2,413
-1,396
5462
$102K ﹤0.01%
13,294
-34,527
5463
$101K ﹤0.01%
26,119
+22,698
5464
$101K ﹤0.01%
9,037
+4,034
5465
$101K ﹤0.01%
3,293
-1,358
5466
$101K ﹤0.01%
6,663
-485
5467
$101K ﹤0.01%
4,353
5468
– –
0
5469
$100K ﹤0.01%
21,008
-11,248
5470
$100K ﹤0.01%
27,938
-24,958
5471
$100K ﹤0.01%
1,014
-4,328
5472
$100K ﹤0.01%
7,695
-3,240
5473
$100K ﹤0.01%
3,424
-48
5474
$100K ﹤0.01%
18,803
-37,368
5475
$100K ﹤0.01%
2,211
217 218
219
220 221