Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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 Quarter Est. Return
1 Year Est. Return
+24.8%
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
7,087
New
Increased
Reduced
Closed

Top Buys

1
+$2.75B
2
+$2.34B
3
+$2B
4
WFC icon
Wells Fargo
WFC
+$1.04B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.03B

Top Sells

1
+$567M
2
+$284M
3
+$271M
4
HD icon
Home Depot
HD
+$255M
5
PGR icon
Progressive
PGR
+$251M

Sector Composition

1 Healthcare 10.62%
2 Financials 8.83%
3 Technology 8.4%
4 Consumer Discretionary 7.16%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$6.63M ﹤0.01%
215,033
+89,418
2477
$6.62M ﹤0.01%
518,475
+51,429
2478
$6.62M ﹤0.01%
671,199
-846,109
2479
$6.59M ﹤0.01%
1,285,960
-756,745
2480
$6.58M ﹤0.01%
+131,487
2481
$6.57M ﹤0.01%
429,279
-111,703
2482
$6.56M ﹤0.01%
154,891
-19,027
2483
$6.55M ﹤0.01%
285,320
-520,561
2484
$6.55M ﹤0.01%
94,685
+22,858
2485
$6.54M ﹤0.01%
108,566
-39,926
2486
$6.54M ﹤0.01%
171,896
+30,740
2487
$6.53M ﹤0.01%
306,197
+277,051
2488
$6.53M ﹤0.01%
232,741
-36,693
2489
$6.53M ﹤0.01%
79,835
+27,864
2490
$6.53M ﹤0.01%
352,502
-26,038
2491
$6.51M ﹤0.01%
285,116
+101,807
2492
$6.5M ﹤0.01%
105,366
-336
2493
$6.5M ﹤0.01%
761,595
-259,201
2494
$6.49M ﹤0.01%
518,622
+26,349
2495
$6.49M ﹤0.01%
2,161,799
+503,710
2496
$6.48M ﹤0.01%
447,334
+29,492
2497
$6.47M ﹤0.01%
381,296
+343,265
2498
$6.47M ﹤0.01%
279,184
+1,145
2499
$6.47M ﹤0.01%
142,310
-2,438
2500
$6.45M ﹤0.01%
392,745
-100,489
98 99
100
101 102