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
5901
$27K ﹤0.01%
80,478
+15,900
5902
$27K ﹤0.01%
2,669
+201
5903
$27K ﹤0.01%
3,879
+666
5904
$27K ﹤0.01%
45
+10
5905
$27K ﹤0.01%
565
-9,310
5906
$27K ﹤0.01%
3,904
+3,663
5907
$27K ﹤0.01%
7,028
+6,995
5908
$27K ﹤0.01%
24,376
+3,024
5909
$27K ﹤0.01%
1,147
-803
5910
$26K ﹤0.01%
16,360
-199
5911
$26K ﹤0.01%
2,452
+1,052
5912
$26K ﹤0.01%
9,897
+4,093
5913
$26K ﹤0.01%
1,798
+978
5914
$26K ﹤0.01%
3,537
-1,171
5915
$26K ﹤0.01%
330
-300
5916
$26K ﹤0.01%
3,208
-310
5917
$26K ﹤0.01%
4,522
+804
5918
– –
0
5919
$26K ﹤0.01%
+500
5920
$26K ﹤0.01%
7,202
+2,552
5921
$26K ﹤0.01%
1,323
-869
5922
$26K ﹤0.01%
732
-28
5923
$26K ﹤0.01%
750
5924
$25K ﹤0.01%
2,105
5925
$25K ﹤0.01%
3,066
+1
235 236
237
238 239