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
5601
$76K ﹤0.01%
45,787
-5,640
5602
$76K ﹤0.01%
7,978
-15,165
5603
$75K ﹤0.01%
3,116
5604
$75K ﹤0.01%
3,417
5605
$74K ﹤0.01%
27,366
+7,422
5606
$74K ﹤0.01%
2,362
-154,535
5607
$74K ﹤0.01%
2,243
-1,699
5608
$73K ﹤0.01%
2,631
-17,078
5609
$73K ﹤0.01%
7,341
5610
$73K ﹤0.01%
9,752
-371,715
5611
$73K ﹤0.01%
8,739
+5,283
5612
$72K ﹤0.01%
+10,615
5613
$71K ﹤0.01%
2,802
+2,192
5614
$71K ﹤0.01%
29,905
+1,954
5615
$71K ﹤0.01%
5,078
+1
5616
$71K ﹤0.01%
+3,000
5617
$71K ﹤0.01%
11,746
-1
5618
$71K ﹤0.01%
3,834
-503
5619
$71K ﹤0.01%
5,893
-708
5620
$70K ﹤0.01%
4,560
+3,476
5621
$70K ﹤0.01%
3,173
+2,170
5622
$70K ﹤0.01%
+1
5623
$70K ﹤0.01%
7,582
-7,346
5624
$70K ﹤0.01%
2,884
+1,053
5625
$70K ﹤0.01%
2,644
+2,532
223 224
225
226 227