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
3201
$2.9M ﹤0.01%
90,891
-9,719
3202
$2.9M ﹤0.01%
493,498
+4,814
3203
$2.9M ﹤0.01%
112,836
+17,171
3204
$2.9M ﹤0.01%
366,043
-39,015
3205
$2.89M ﹤0.01%
143,535
+27,470
3206
$2.89M ﹤0.01%
550,976
+286,406
3207
$2.88M ﹤0.01%
407,877
-127,050
3208
$2.88M ﹤0.01%
168,040
+129,105
3209
$2.88M ﹤0.01%
78,514
+26,344
3210
$2.88M ﹤0.01%
76,375
+14,765
3211
$2.88M ﹤0.01%
55,343
+396
3212
$2.87M ﹤0.01%
489,629
-9,581
3213
$2.87M ﹤0.01%
226,514
+95,124
3214
$2.87M ﹤0.01%
466,184
+303,010
3215
$2.87M ﹤0.01%
102,163
-12,761
3216
$2.87M ﹤0.01%
237,069
+77,509
3217
$2.85M ﹤0.01%
114,179
-15,996
3218
$2.85M ﹤0.01%
127,482
-18,210
3219
$2.85M ﹤0.01%
98,272
-18,879
3220
$2.84M ﹤0.01%
227,367
-46,380
3221
$2.84M ﹤0.01%
621,760
-463,968
3222
$2.84M ﹤0.01%
379,028
+381
3223
$2.83M ﹤0.01%
503,722
-64,022
3224
$2.83M ﹤0.01%
95,032
+60,932
3225
$2.83M ﹤0.01%
133,470
+8,206
127 128
129
130 131