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
2676
$5.24M ﹤0.01%
104,324
-4,148
2677
$5.23M ﹤0.01%
+378,460
2678
$5.22M ﹤0.01%
211,001
-29,599
2679
$5.22M ﹤0.01%
+128,500
2680
$5.21M ﹤0.01%
387,077
-15,333
2681
$5.21M ﹤0.01%
121,820
-8,758
2682
$5.21M ﹤0.01%
411,728
+27,972
2683
$5.21M ﹤0.01%
98,600
+34,563
2684
$5.21M ﹤0.01%
414,615
+138,341
2685
$5.2M ﹤0.01%
160,100
+94,475
2686
$5.2M ﹤0.01%
427,869
+22,344
2687
$5.2M ﹤0.01%
631,893
-72,804
2688
$5.19M ﹤0.01%
153,523
-20,732
2689
$5.19M ﹤0.01%
114,974
+68,529
2690
$5.19M ﹤0.01%
160,539
+50,350
2691
$5.19M ﹤0.01%
200,364
-8,322
2692
$5.19M ﹤0.01%
282,611
+168,558
2693
$5.19M ﹤0.01%
787,398
+167,031
2694
$5.19M ﹤0.01%
583,344
-24,153
2695
$5.18M ﹤0.01%
346,957
-137,637
2696
$5.18M ﹤0.01%
58,563
-18,745
2697
$5.18M ﹤0.01%
271,426
-132,166
2698
$5.17M ﹤0.01%
481,776
+168,301
2699
$5.17M ﹤0.01%
101,299
-282
2700
$5.16M ﹤0.01%
449,797
+51,807