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
5701
$55K ﹤0.01%
5,661
-2,944
5702
$55K ﹤0.01%
43
+39
5703
$55K ﹤0.01%
3,917
-44,826
5704
$55K ﹤0.01%
14,654
-9,576
5705
$54K ﹤0.01%
2,642
5706
$54K ﹤0.01%
2,557
-11,663
5707
$54K ﹤0.01%
7,439
-4,974
5708
$54K ﹤0.01%
+185
5709
$54K ﹤0.01%
5,043
-22,648
5710
$54K ﹤0.01%
3,675
-2,000
5711
$53K ﹤0.01%
5,756
+1,267
5712
$53K ﹤0.01%
72,911
-213,527
5713
$52K ﹤0.01%
3,386
-4
5714
$52K ﹤0.01%
+8,057
5715
$52K ﹤0.01%
4,000
5716
$52K ﹤0.01%
1,101
+43
5717
$52K ﹤0.01%
5,510
+4,501
5718
$52K ﹤0.01%
4,541
-2,317
5719
$51K ﹤0.01%
12,737
-3,661
5720
$51K ﹤0.01%
237
-277
5721
$51K ﹤0.01%
4,807
+533
5722
$51K ﹤0.01%
761
-2,969
5723
$51K ﹤0.01%
5,736
-5,836
5724
$50K ﹤0.01%
26,161
-12,218
5725
$50K ﹤0.01%
3,505
-2,721
227 228
229
230 231