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
2626
$5.54M ﹤0.01%
296,420
+197,049
2627
$5.53M ﹤0.01%
97,617
-208,148
2628
$5.53M ﹤0.01%
1,084,189
-44,506
2629
$5.53M ﹤0.01%
44,681
-4,262
2630
$5.52M ﹤0.01%
969,806
+941
2631
$5.51M ﹤0.01%
424,895
+4,482
2632
$5.5M ﹤0.01%
116,521
-11,846
2633
$5.5M ﹤0.01%
53,764
-17,228
2634
$5.5M ﹤0.01%
241,594
+33,672
2635
$5.5M ﹤0.01%
256,076
+77,232
2636
$5.5M ﹤0.01%
550,354
+537,925
2637
$5.48M ﹤0.01%
173,104
-41,300
2638
$5.48M ﹤0.01%
143,867
-11,564
2639
$5.47M ﹤0.01%
364,284
+31,212
2640
$5.47M ﹤0.01%
377,526
-66,052
2641
– –
0
2642
$5.46M ﹤0.01%
196,930
-3,688
2643
$5.45M ﹤0.01%
293,879
+166,418
2644
$5.45M ﹤0.01%
712,395
+213,622
2645
$5.45M ﹤0.01%
84,511
+42,117
2646
$5.44M ﹤0.01%
117,366
-300,519
2647
$5.44M ﹤0.01%
87,429
+17,380
2648
$5.43M ﹤0.01%
107,448
+1,212
2649
$5.42M ﹤0.01%
282,019
+15,122
2650
$5.42M ﹤0.01%
196,789
-65,308
104 105
106
107 108