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
2851
$4.3M ﹤0.01%
154,195
+20,983
2852
$4.3M ﹤0.01%
362,475
+38,352
2853
$4.3M ﹤0.01%
220,962
+78,632
2854
$4.29M ﹤0.01%
187,087
-106,615
2855
$4.29M ﹤0.01%
166,392
-304,823
2856
$4.29M ﹤0.01%
253,947
-2,137
2857
$4.29M ﹤0.01%
92,779
+8,699
2858
$4.29M ﹤0.01%
541,692
+86,421
2859
$4.28M ﹤0.01%
127,897
+21,257
2860
$4.28M ﹤0.01%
90,212
-35,830
2861
$4.28M ﹤0.01%
505,782
-121,883
2862
$4.28M ﹤0.01%
156,102
+17,166
2863
$4.28M ﹤0.01%
153,422
+130,422
2864
$4.28M ﹤0.01%
167,603
+16,337
2865
$4.28M ﹤0.01%
298,881
+228
2866
$4.27M ﹤0.01%
182,930
+58,354
2867
$4.27M ﹤0.01%
61,062
+12,920
2868
$4.27M ﹤0.01%
56,437
+1,634
2869
$4.26M ﹤0.01%
296,040
+61,031
2870
$4.26M ﹤0.01%
217,170
+13,320
2871
$4.26M ﹤0.01%
206,737
-183,756
2872
$4.26M ﹤0.01%
325,194
+82,300
2873
$4.26M ﹤0.01%
957,306
-206,777
2874
$4.25M ﹤0.01%
86,380
-157,947
2875
$4.25M ﹤0.01%
80,950
+9,618
113 114
115
116 117