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
2726
$4.98M ﹤0.01%
158,865
-33,428
2727
$4.98M ﹤0.01%
248,661
+1,076
2728
$4.97M ﹤0.01%
12,084
-6,812
2729
$4.97M ﹤0.01%
166,750
+21,436
2730
$4.96M ﹤0.01%
155,690
-254,679
2731
$4.96M ﹤0.01%
38,672
-31,868
2732
$4.96M ﹤0.01%
107,332
-3,553
2733
$4.96M ﹤0.01%
229,641
+29,987
2734
$4.94M ﹤0.01%
1,533,888
-300,600
2735
$4.94M ﹤0.01%
197,040
+190,301
2736
$4.93M ﹤0.01%
116,432
-70,340
2737
$4.92M ﹤0.01%
370,676
-45,560
2738
$4.9M ﹤0.01%
131,733
+26,713
2739
$4.9M ﹤0.01%
592,575
+22,010
2740
$4.9M ﹤0.01%
57,079
-24,037
2741
$4.89M ﹤0.01%
312,088
+144,783
2742
$4.89M ﹤0.01%
311,968
+131,849
2743
$4.89M ﹤0.01%
34,438
-90,238
2744
$4.87M ﹤0.01%
401,882
+58,400
2745
$4.87M ﹤0.01%
437,962
-85,355
2746
$4.87M ﹤0.01%
1,689,496
-557,849
2747
$4.85M ﹤0.01%
148,566
+9,482
2748
$4.85M ﹤0.01%
586,754
+201,438
2749
$4.84M ﹤0.01%
60,871
+5,235
2750
$4.84M ﹤0.01%
96,636
+44,920
108 109
110
111 112