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
2551
$6.07M ﹤0.01%
45,180
-5,227
2552
$6.07M ﹤0.01%
966,925
+636,598
2553
$6.05M ﹤0.01%
906,038
-5,535
2554
$6.05M ﹤0.01%
520,756
+183,365
2555
$6.04M ﹤0.01%
1,269,992
-83,947
2556
$6.04M ﹤0.01%
100,603
+20,082
2557
$6.02M ﹤0.01%
279,811
-115,692
2558
$6.01M ﹤0.01%
499,880
+33,240
2559
$5.97M ﹤0.01%
258,433
+31,311
2560
$5.97M ﹤0.01%
496,161
+495,786
2561
$5.96M ﹤0.01%
311,120
-141,282
2562
$5.96M ﹤0.01%
147,030
+20,381
2563
$5.96M ﹤0.01%
198,756
-583,849
2564
$5.95M ﹤0.01%
280,613
+22,330
2565
$5.94M ﹤0.01%
118,828
+11,522
2566
$5.94M ﹤0.01%
334,009
-153,321
2567
$5.94M ﹤0.01%
1,330,615
-65,923
2568
$5.91M ﹤0.01%
312,714
-653,155
2569
$5.89M ﹤0.01%
77,909
+33,328
2570
$5.89M ﹤0.01%
211,274
+21,346
2571
$5.88M ﹤0.01%
238,839
-60,408
2572
$5.87M ﹤0.01%
152,426
+81,161
2573
$5.87M ﹤0.01%
316,000
-50,000
2574
$5.86M ﹤0.01%
437,422
+166,576
2575
$5.86M ﹤0.01%
94,805
+14,681
101 102
103
104 105