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
3026
$3.56M ﹤0.01%
83,161
-30,849
3027
$3.56M ﹤0.01%
169,386
-67,426
3028
$3.55M ﹤0.01%
175,300
+2,387
3029
$3.55M ﹤0.01%
150,238
+100,712
3030
$3.55M ﹤0.01%
177,468
+89,780
3031
$3.55M ﹤0.01%
236,313
-27,119
3032
$3.54M ﹤0.01%
804,693
+19,980
3033
$3.53M ﹤0.01%
129,923
+101,262
3034
$3.53M ﹤0.01%
81,346
+4,436
3035
$3.53M ﹤0.01%
249,123
-1,271
3036
$3.53M ﹤0.01%
230,896
+18,005
3037
$3.53M ﹤0.01%
65,853
-130,751
3038
$3.52M ﹤0.01%
247,559
-4,519
3039
$3.51M ﹤0.01%
90,725
-65,018
3040
$3.51M ﹤0.01%
100,384
+38,646
3041
$3.51M ﹤0.01%
280,362
-133,748
3042
$3.51M ﹤0.01%
134,625
+791
3043
$3.5M ﹤0.01%
145,558
+27,633
3044
$3.5M ﹤0.01%
308,580
+5,561
3045
$3.5M ﹤0.01%
96,337
-68,261
3046
$3.49M ﹤0.01%
192,248
-209
3047
$3.49M ﹤0.01%
314,633
-34,540
3048
$3.49M ﹤0.01%
283,191
+121,846
3049
$3.49M ﹤0.01%
126,836
-93,457
3050
$3.49M ﹤0.01%
36,719
+25,623
120 121
122
123 124