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
2526
$6.27M ﹤0.01%
502,202
+287,400
2527
$6.26M ﹤0.01%
617,095
-245,573
2528
$6.25M ﹤0.01%
206,738
+130,314
2529
$6.25M ﹤0.01%
115,682
+75,123
2530
$6.25M ﹤0.01%
116,022
+8,976
2531
$6.24M ﹤0.01%
706,063
+85,782
2532
$6.23M ﹤0.01%
386,341
+33,206
2533
$6.21M ﹤0.01%
241,543
+48,930
2534
$6.21M ﹤0.01%
537,266
-77,290
2535
$6.19M ﹤0.01%
92,328
-94,486
2536
$6.18M ﹤0.01%
149,823
+834
2537
$6.17M ﹤0.01%
434,814
+213,002
2538
$6.17M ﹤0.01%
738,570
-207,533
2539
$6.17M ﹤0.01%
154,869
-17,017
2540
$6.17M ﹤0.01%
79,177
+11,784
2541
$6.16M ﹤0.01%
154,988
+49,724
2542
$6.15M ﹤0.01%
407,341
-71,485
2543
$6.14M ﹤0.01%
115,519
+26,392
2544
$6.11M ﹤0.01%
209,280
+23,333
2545
$6.11M ﹤0.01%
255,825
+159,470
2546
$6.1M ﹤0.01%
114,896
+1,446
2547
$6.1M ﹤0.01%
222,071
+10,705
2548
$6.1M ﹤0.01%
107,030
-12,279
2549
$6.09M ﹤0.01%
154,674
+85,222
2550
$6.08M ﹤0.01%
286,962
+6,959
100 101
102
103 104