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
5551
$84K ﹤0.01%
1,193
-447
5552
$84K ﹤0.01%
1,103
-2,826
5553
$84K ﹤0.01%
6,800
+6,600
5554
– –
0
5555
$84K ﹤0.01%
42,584
+37,293
5556
$83K ﹤0.01%
458
+134
5557
$83K ﹤0.01%
1,723
+32
5558
$83K ﹤0.01%
5,221
-7,590
5559
$83K ﹤0.01%
4,012
-51,226
5560
$82K ﹤0.01%
81
+37
5561
$82K ﹤0.01%
5,038
+1,985
5562
– –
0
5563
$82K ﹤0.01%
4,066
+2,513
5564
– –
0
5565
$82K ﹤0.01%
16,124
+1,863
5566
$82K ﹤0.01%
3,340
5567
$81K ﹤0.01%
8,140
+2,000
5568
$81K ﹤0.01%
14,122
+1,264
5569
$81K ﹤0.01%
1,426
+63
5570
$81K ﹤0.01%
13,500
+11,228
5571
$81K ﹤0.01%
23,986
-8,742
5572
$81K ﹤0.01%
3,164
-10,586
5573
$81K ﹤0.01%
4,464
+2,249
5574
$80K ﹤0.01%
6,472
+1,294
5575
$80K ﹤0.01%
17
-9
221 222
223
224 225