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
2751
$4.84M ﹤0.01%
1,944,088
+500,069
2752
$4.83M ﹤0.01%
187,597
-124,119
2753
$4.83M ﹤0.01%
7,491
-2,972
2754
$4.83M ﹤0.01%
75,698
+6,946
2755
$4.82M ﹤0.01%
87,535
-2,705
2756
$4.82M ﹤0.01%
283,439
+21,212
2757
$4.82M ﹤0.01%
131,339
+69,787
2758
$4.81M ﹤0.01%
215,388
+17,817
2759
$4.8M ﹤0.01%
326,024
+8,102
2760
$4.8M ﹤0.01%
237,656
-9,030
2761
$4.79M ﹤0.01%
65,613
-18,224
2762
$4.78M ﹤0.01%
552,920
+5,521
2763
$4.78M ﹤0.01%
115,475
-77,168
2764
$4.78M ﹤0.01%
787,302
+30,273
2765
$4.78M ﹤0.01%
335,325
-23,933
2766
$4.76M ﹤0.01%
91,696
-9,576
2767
$4.76M ﹤0.01%
486,780
+216,199
2768
$4.76M ﹤0.01%
727,337
+63,174
2769
$4.75M ﹤0.01%
296,790
+5,879
2770
$4.75M ﹤0.01%
414,130
-47,650
2771
$4.73M ﹤0.01%
189,812
-53,430
2772
$4.73M ﹤0.01%
127,077
+215
2773
$4.71M ﹤0.01%
302,857
-3,823
2774
$4.7M ﹤0.01%
1,451,667
+812,413
2775
$4.7M ﹤0.01%
178,445
-2,423
109 110
111
112 113