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
2976
$3.73M ﹤0.01%
270,035
+24,925
2977
$3.73M ﹤0.01%
109,187
+20,108
2978
$3.71M ﹤0.01%
250,973
+53
2979
$3.71M ﹤0.01%
179,563
+21,368
2980
$3.71M ﹤0.01%
96,705
+33,080
2981
$3.71M ﹤0.01%
147,406
+15,362
2982
$3.71M ﹤0.01%
163,306
+10,445
2983
$3.7M ﹤0.01%
68,184
-19,517
2984
$3.7M ﹤0.01%
168,716
-27,805
2985
$3.69M ﹤0.01%
153,331
+14,284
2986
$3.68M ﹤0.01%
121,061
+48,123
2987
$3.68M ﹤0.01%
126,076
-94,267
2988
$3.68M ﹤0.01%
70,901
-17,027
2989
$3.67M ﹤0.01%
22,724
+16,608
2990
$3.67M ﹤0.01%
92,997
-98,590
2991
$3.66M ﹤0.01%
141,133
-26,553
2992
$3.66M ﹤0.01%
1,464,643
+502,405
2993
$3.66M ﹤0.01%
1,392,494
+20,440
2994
$3.66M ﹤0.01%
276,311
+87,962
2995
$3.66M ﹤0.01%
445,416
-203,034
2996
$3.66M ﹤0.01%
236,581
+128,166
2997
$3.66M ﹤0.01%
116,800
-58,452
2998
$3.65M ﹤0.01%
161,984
+10,539
2999
$3.65M ﹤0.01%
+22,408
3000
$3.65M ﹤0.01%
66,950
-32,507
118 119
120
121 122