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
5526
$89K ﹤0.01%
7,144
+1,762
5527
$89K ﹤0.01%
35,083
+1,465
5528
$87K ﹤0.01%
1,656
5529
$87K ﹤0.01%
16,245
-135
5530
$87K ﹤0.01%
8,141
+806
5531
$87K ﹤0.01%
5,045
+3,064
5532
$87K ﹤0.01%
4,956
-3,637
5533
$86K ﹤0.01%
4,275
-36,289
5534
$86K ﹤0.01%
3,216
+1,469
5535
$86K ﹤0.01%
3,550
+3,450
5536
$86K ﹤0.01%
4,122
-3,159
5537
$86K ﹤0.01%
21,431
+10,376
5538
$86K ﹤0.01%
4,428
-4,964
5539
$86K ﹤0.01%
3,291
-1,126
5540
$86K ﹤0.01%
474
+165
5541
$86K ﹤0.01%
16,018
-88,093
5542
$86K ﹤0.01%
6,323
-12,231
5543
$86K ﹤0.01%
13,680
-425
5544
$86K ﹤0.01%
7,763
5545
$85K ﹤0.01%
25,532
+21,011
5546
$85K ﹤0.01%
1,456
-69
5547
$85K ﹤0.01%
3,693
-929
5548
$85K ﹤0.01%
3,328
+279
5549
$85K ﹤0.01%
1,614
-2,818
5550
$84K ﹤0.01%
10,008
-12,822
220 221
222
223 224