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
3126
$3.17M ﹤0.01%
99,742
+7,360
3127
$3.17M ﹤0.01%
118,558
-9,481
3128
$3.17M ﹤0.01%
190,684
+97,617
3129
$3.17M ﹤0.01%
123,194
+13,271
3130
$3.15M ﹤0.01%
79,639
-2,273
3131
$3.15M ﹤0.01%
113,214
-14,941
3132
$3.15M ﹤0.01%
212,601
+179,076
3133
$3.14M ﹤0.01%
159,758
-19,290
3134
$3.14M ﹤0.01%
+253,330
3135
$3.14M ﹤0.01%
188,242
-84,726
3136
$3.13M ﹤0.01%
195,814
-63,414
3137
$3.13M ﹤0.01%
81,344
+9,096
3138
$3.11M ﹤0.01%
53,980
+24,179
3139
$3.11M ﹤0.01%
317,424
+94,881
3140
$3.11M ﹤0.01%
218,237
-322,092
3141
$3.1M ﹤0.01%
39,660
+342
3142
$3.1M ﹤0.01%
169,083
-882,518
3143
$3.1M ﹤0.01%
184,384
-2,243
3144
$3.1M ﹤0.01%
459,716
+51,693
3145
$3.1M ﹤0.01%
204
-8
3146
$3.09M ﹤0.01%
858
-73
3147
$3.08M ﹤0.01%
83,068
+14,500
3148
$3.08M ﹤0.01%
5,446
+2,057
3149
$3.08M ﹤0.01%
125,486
+36,156
3150
$3.06M ﹤0.01%
216,772
+20,839
124 125
126
127 128