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
3051
$3.48M ﹤0.01%
171,860
-117,789
3052
$3.48M ﹤0.01%
125,255
-554,120
3053
$3.48M ﹤0.01%
236,951
-108,868
3054
$3.48M ﹤0.01%
139,484
+27,325
3055
$3.48M ﹤0.01%
133,356
+15,428
3056
$3.47M ﹤0.01%
63,502
-29,271
3057
$3.46M ﹤0.01%
150,339
-8,665
3058
$3.44M ﹤0.01%
224,903
-29,846
3059
$3.44M ﹤0.01%
92,673
+46,076
3060
$3.43M ﹤0.01%
60,192
+53,642
3061
$3.43M ﹤0.01%
+174,431
3062
$3.42M ﹤0.01%
77,290
+67,498
3063
$3.42M ﹤0.01%
180,703
-46,476
3064
$3.42M ﹤0.01%
307,696
-968,908
3065
$3.4M ﹤0.01%
152,947
+1,393
3066
$3.4M ﹤0.01%
10,773
+5,859
3067
$3.39M ﹤0.01%
268,893
+16,543
3068
$3.39M ﹤0.01%
142,379
-33,072
3069
$3.39M ﹤0.01%
220,839
+69,623
3070
$3.38M ﹤0.01%
61,967
-964
3071
$3.38M ﹤0.01%
413,104
-758,091
3072
$3.38M ﹤0.01%
99,277
+35,369
3073
$3.38M ﹤0.01%
112,867
-24,625
3074
$3.38M ﹤0.01%
57,267
+19,973
3075
$3.37M ﹤0.01%
126,283
-59,577
121 122
123
124 125