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
3101
$3.27M ﹤0.01%
188,075
+21,045
3102
$3.25M ﹤0.01%
518,076
+410,834
3103
$3.25M ﹤0.01%
49,585
+3,568
3104
$3.24M ﹤0.01%
78,486
+19,232
3105
$3.24M ﹤0.01%
109,818
+34,423
3106
$3.23M ﹤0.01%
299,591
+21,163
3107
$3.23M ﹤0.01%
1,393,105
+1,086,303
3108
$3.23M ﹤0.01%
61,615
-1,960
3109
$3.23M ﹤0.01%
245,430
+33,176
3110
$3.22M ﹤0.01%
155,497
+7,667
3111
$3.22M ﹤0.01%
168,508
-14,987
3112
$3.22M ﹤0.01%
104,798
+9,826
3113
$3.22M ﹤0.01%
54,106
-98,903
3114
$3.2M ﹤0.01%
55,879
+30,669
3115
$3.2M ﹤0.01%
104,977
-117,593
3116
$3.2M ﹤0.01%
95,484
+3,569
3117
$3.19M ﹤0.01%
59,722
-17,378
3118
$3.19M ﹤0.01%
218,313
-64,294
3119
$3.19M ﹤0.01%
18,035
+2,508
3120
$3.19M ﹤0.01%
538,980
-692,674
3121
$3.18M ﹤0.01%
5,849
3122
$3.18M ﹤0.01%
93,691
-5,753
3123
$3.18M ﹤0.01%
127,924
+21,853
3124
$3.18M ﹤0.01%
45,885
+22,668
3125
$3.18M ﹤0.01%
137,525
+69,117
123 124
125
126 127