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
2901
$4.12M ﹤0.01%
90,295
+37,656
2902
$4.12M ﹤0.01%
191,018
+149,471
2903
$4.11M ﹤0.01%
197,088
+144,794
2904
$4.1M ﹤0.01%
310,937
+207,277
2905
$4.1M ﹤0.01%
169,770
+65,338
2906
$4.07M ﹤0.01%
313,222
+28,459
2907
$4.07M ﹤0.01%
142,584
-10,877
2908
$4.07M ﹤0.01%
231,352
+800
2909
$4.06M ﹤0.01%
62,656
-13,924
2910
$4.05M ﹤0.01%
48,165
+5,401
2911
$4.05M ﹤0.01%
108,231
-292,414
2912
$4.05M ﹤0.01%
97,290
+18,139
2913
$4.04M ﹤0.01%
106,632
+67,844
2914
$4.04M ﹤0.01%
50,737
-28,358
2915
$4.03M ﹤0.01%
521,826
+44,374
2916
$4.03M ﹤0.01%
85
+75
2917
$4.03M ﹤0.01%
245,206
-130,206
2918
$4.03M ﹤0.01%
266,671
-162,544
2919
$4.02M ﹤0.01%
421,339
+9,664
2920
$4.01M ﹤0.01%
103,619
-17,336
2921
$4M ﹤0.01%
311,959
+65,999
2922
$4M ﹤0.01%
170,846
-51,829
2923
$3.98M ﹤0.01%
438,768
+299,208
2924
$3.98M ﹤0.01%
155,824
+50,170
2925
$3.97M ﹤0.01%
409,012
-3,437
115 116
117
118 119