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
3001
$3.65M ﹤0.01%
232,555
-7,019
3002
$3.65M ﹤0.01%
94,623
-1,961
3003
$3.65M ﹤0.01%
148,318
+66,865
3004
$3.64M ﹤0.01%
222,142
+18,620
3005
$3.64M ﹤0.01%
594,672
+238,440
3006
$3.64M ﹤0.01%
585,525
-31,142
3007
$3.64M ﹤0.01%
130,827
+24,204
3008
$3.63M ﹤0.01%
1,640,160
+899,520
3009
$3.63M ﹤0.01%
312,858
-17,952
3010
$3.63M ﹤0.01%
61,463
-176,483
3011
$3.62M ﹤0.01%
337,219
+86,521
3012
$3.62M ﹤0.01%
235,342
-127,121
3013
$3.61M ﹤0.01%
180,359
+47,671
3014
$3.6M ﹤0.01%
181,932
+5,786
3015
$3.59M ﹤0.01%
56,922
-8,327
3016
$3.59M ﹤0.01%
483,695
+77,462
3017
$3.58M ﹤0.01%
258,631
-4,801
3018
$3.57M ﹤0.01%
91,076
+8,694
3019
$3.57M ﹤0.01%
676,441
+152,448
3020
$3.57M ﹤0.01%
226,194
+73,328
3021
$3.57M ﹤0.01%
51,663
+40,952
3022
$3.56M ﹤0.01%
228,687
+35,812
3023
$3.56M ﹤0.01%
149,058
+100,778
3024
$3.56M ﹤0.01%
224,181
-23,059
3025
$3.56M ﹤0.01%
91,865
-111,799
119 120
121
122 123