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
3076
$3.37M ﹤0.01%
152,774
+6,810
3077
$3.37M ﹤0.01%
72,565
+14,833
3078
$3.36M ﹤0.01%
15
+13
3079
$3.36M ﹤0.01%
147,030
-10,825
3080
$3.36M ﹤0.01%
95,392
+15,867
3081
$3.35M ﹤0.01%
80,612
-17,094
3082
$3.35M ﹤0.01%
342,845
-847,834
3083
$3.35M ﹤0.01%
369,023
+8,531
3084
$3.35M ﹤0.01%
103,097
+80,462
3085
$3.35M ﹤0.01%
423,595
+129,974
3086
$3.34M ﹤0.01%
680,949
-63,284
3087
$3.34M ﹤0.01%
161,661
+149,192
3088
$3.33M ﹤0.01%
74,843
+4,348
3089
$3.33M ﹤0.01%
675,215
+1,542
3090
$3.33M ﹤0.01%
183,409
+25,604
3091
$3.33M ﹤0.01%
159,436
-174,900
3092
$3.33M ﹤0.01%
164,686
+57,174
3093
$3.33M ﹤0.01%
141,553
-89,613
3094
$3.33M ﹤0.01%
411,871
-51,009
3095
$3.31M ﹤0.01%
289,387
-9,178
3096
$3.29M ﹤0.01%
121,427
-20,441
3097
$3.29M ﹤0.01%
225,179
-27,155
3098
$3.29M ﹤0.01%
45,551
-8,105
3099
$3.29M ﹤0.01%
763
+517
3100
$3.28M ﹤0.01%
144,675
-18,760
122 123
124
125 126