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
3226
$2.82M ﹤0.01%
37,820
-21,144
3227
$2.82M ﹤0.01%
231,229
+20,144
3228
$2.81M ﹤0.01%
155,526
+26,086
3229
$2.81M ﹤0.01%
88,006
+25,123
3230
$2.81M ﹤0.01%
282,058
-143,595
3231
$2.81M ﹤0.01%
190,315
-5,826
3232
$2.8M ﹤0.01%
179,928
-8,249
3233
$2.8M ﹤0.01%
18,076
-12,849
3234
$2.8M ﹤0.01%
211,271
+29,263
3235
$2.8M ﹤0.01%
95,041
+32,684
3236
$2.79M ﹤0.01%
203,730
+1,528
3237
$2.79M ﹤0.01%
63,879
+44,063
3238
$2.79M ﹤0.01%
43,834
+200
3239
$2.79M ﹤0.01%
42,690
-28,391
3240
$2.78M ﹤0.01%
51,323
+5,816
3241
$2.77M ﹤0.01%
171,493
-35,206
3242
$2.77M ﹤0.01%
41,800
+21,630
3243
$2.77M ﹤0.01%
208,960
+154,912
3244
$2.77M ﹤0.01%
46,759
-22,684
3245
$2.76M ﹤0.01%
107,931
+293
3246
$2.76M ﹤0.01%
862,849
+58,160
3247
$2.76M ﹤0.01%
178,042
+149,823
3248
$2.75M ﹤0.01%
331,933
+330,978
3249
$2.75M ﹤0.01%
205,078
+53,215
3250
$2.75M ﹤0.01%
39,143
+803
128 129
130
131 132