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
2926
$3.97M ﹤0.01%
120,013
+14,707
2927
$3.96M ﹤0.01%
25,958
+1,931
2928
$3.96M ﹤0.01%
229,436
+1,945
2929
$3.96M ﹤0.01%
343,345
+138,321
2930
$3.95M ﹤0.01%
107,979
+23,543
2931
$3.94M ﹤0.01%
115,836
+52,458
2932
$3.92M ﹤0.01%
131,493
-93,638
2933
$3.92M ﹤0.01%
10,661
+232
2934
$3.91M ﹤0.01%
219,829
-347,704
2935
$3.9M ﹤0.01%
37,425
-24,807
2936
$3.88M ﹤0.01%
741,344
+736,044
2937
$3.88M ﹤0.01%
21,832
-41,744
2938
$3.88M ﹤0.01%
61,086
+18,753
2939
$3.88M ﹤0.01%
22,618
+11,324
2940
$3.88M ﹤0.01%
57,336
-54,144
2941
$3.88M ﹤0.01%
129,722
+40,246
2942
$3.87M ﹤0.01%
93,713
-208,909
2943
$3.87M ﹤0.01%
257,276
-207,439
2944
$3.86M ﹤0.01%
48,628
-51,117
2945
$3.86M ﹤0.01%
92,823
-9,415
2946
$3.86M ﹤0.01%
163,295
+128,810
2947
$3.86M ﹤0.01%
269,582
+33,178
2948
$3.86M ﹤0.01%
3,708,139
+773,848
2949
$3.86M ﹤0.01%
85,099
-3,279
2950
$3.85M ﹤0.01%
211,944
-19,194
116 117
118
119 120