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
2501
$6.45M ﹤0.01%
86,871
+15,164
2502
$6.44M ﹤0.01%
373,592
-25,345
2503
$6.44M ﹤0.01%
132,123
+99,723
2504
$6.44M ﹤0.01%
53,890
-7,623
2505
$6.43M ﹤0.01%
298,803
+43,869
2506
$6.42M ﹤0.01%
188,094
+132,033
2507
$6.42M ﹤0.01%
185,131
+33,640
2508
$6.41M ﹤0.01%
653,009
+264,200
2509
$6.41M ﹤0.01%
196,960
+86,559
2510
$6.4M ﹤0.01%
743,970
+5,773
2511
$6.39M ﹤0.01%
320,500
+45,334
2512
$6.38M ﹤0.01%
75,231
+16,724
2513
$6.37M ﹤0.01%
399,092
-4,281
2514
$6.37M ﹤0.01%
8,083
+1,207
2515
$6.37M ﹤0.01%
1,147,319
-2,655
2516
$6.36M ﹤0.01%
25,825
-176
2517
$6.36M ﹤0.01%
180,992
-82,842
2518
$6.36M ﹤0.01%
77,447
-14,119
2519
$6.35M ﹤0.01%
432,990
+4,425
2520
$6.35M ﹤0.01%
488,185
-69,470
2521
$6.33M ﹤0.01%
317,754
+65,196
2522
$6.33M ﹤0.01%
372,241
+108,562
2523
$6.3M ﹤0.01%
237,140
+6,208
2524
$6.28M ﹤0.01%
485,133
-4,951
2525
$6.27M ﹤0.01%
57,039
-18,985
99 100
101
102 103