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
6126
$10K ﹤0.01%
1,292
6127
$10K ﹤0.01%
12,529
+12,501
6128
$10K ﹤0.01%
5,325
+4,700
6129
– –
0
6130
$10K ﹤0.01%
+500
6131
$10K ﹤0.01%
990
-828
6132
$10K ﹤0.01%
2,812
-298
6133
$10K ﹤0.01%
209
-72
6134
$10K ﹤0.01%
615
6135
$10K ﹤0.01%
7,509
+6,940
6136
$10K ﹤0.01%
2,574
-415
6137
$10K ﹤0.01%
+2,789
6138
$10K ﹤0.01%
806
6139
$10K ﹤0.01%
1,863
+1
6140
$9K ﹤0.01%
900
6141
$9K ﹤0.01%
1,057
+449
6142
$9K ﹤0.01%
627
6143
$9K ﹤0.01%
509
6144
$9K ﹤0.01%
1,268
-4,427
6145
$9K ﹤0.01%
885
-669
6146
$9K ﹤0.01%
1,089
+1
6147
$9K ﹤0.01%
10,662
-1,258
6148
$9K ﹤0.01%
1,957
6149
$9K ﹤0.01%
1,696
-15,246
6150
$9K ﹤0.01%
1,934
+1,757
244 245
246
247 248