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
2601
$5.71M ﹤0.01%
223,520
-332,584
2602
$5.7M ﹤0.01%
487,414
+61,173
2603
$5.7M ﹤0.01%
224,776
+171,449
2604
$5.69M ﹤0.01%
140,056
-25,213
2605
$5.68M ﹤0.01%
152,740
-255,197
2606
$5.68M ﹤0.01%
59,333
+39,921
2607
$5.67M ﹤0.01%
495,968
-504,434
2608
$5.67M ﹤0.01%
2,106,014
-37,677
2609
$5.66M ﹤0.01%
44,821
-5,600
2610
$5.64M ﹤0.01%
354,343
-66,376
2611
$5.64M ﹤0.01%
266,378
+160,429
2612
$5.64M ﹤0.01%
36,158
+1,886
2613
$5.64M ﹤0.01%
251,760
+70,332
2614
$5.64M ﹤0.01%
290,785
+17,491
2615
$5.62M ﹤0.01%
115,891
-1,715
2616
$5.62M ﹤0.01%
153,272
+7,131
2617
$5.61M ﹤0.01%
102,407
+58,014
2618
$5.6M ﹤0.01%
35,064
+5,173
2619
$5.57M ﹤0.01%
122,465
+36,047
2620
$5.55M ﹤0.01%
46,706
-480,667
2621
$5.55M ﹤0.01%
268,616
-201,003
2622
$5.55M ﹤0.01%
1,071,080
+297,055
2623
$5.55M ﹤0.01%
2,054,458
+141,310
2624
$5.54M ﹤0.01%
476,167
+64,827
2625
$5.54M ﹤0.01%
261,986
-116,784
103 104
105
106 107