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
3151
$3.06M ﹤0.01%
78,337
-93,399
3152
$3.06M ﹤0.01%
482,420
+271,828
3153
$3.06M ﹤0.01%
495,262
+55,300
3154
$3.05M ﹤0.01%
76,792
-4,264
3155
$3.05M ﹤0.01%
78,215
-118,781
3156
$3.04M ﹤0.01%
146,322
+59,414
3157
$3.04M ﹤0.01%
146,563
-329,887
3158
$3.03M ﹤0.01%
233,127
+9,269
3159
$3.03M ﹤0.01%
65,040
-7,444
3160
$3.03M ﹤0.01%
91,751
+28,783
3161
$3.03M ﹤0.01%
112,751
+42,389
3162
$3.02M ﹤0.01%
236,618
-83,776
3163
$3.02M ﹤0.01%
124,920
-1,062
3164
$3.02M ﹤0.01%
66,051
-53,243
3165
$3.02M ﹤0.01%
218,081
-535,798
3166
$3.01M ﹤0.01%
150,716
-18,323
3167
$3.01M ﹤0.01%
217,261
+1,924
3168
$3.01M ﹤0.01%
59,940
-23,836
3169
$3M ﹤0.01%
230,005
-267,467
3170
$3M ﹤0.01%
85,102
+34,299
3171
$2.99M ﹤0.01%
58,150
+40,551
3172
$2.98M ﹤0.01%
3,399,217
+2,266,694
3173
$2.98M ﹤0.01%
114,709
-807
3174
$2.98M ﹤0.01%
58,272
-4,534
3175
$2.98M ﹤0.01%
232,360
-8,706
125 126
127
128 129