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
3301
$2.62M ﹤0.01%
+121,721
3302
$2.61M ﹤0.01%
945,649
+218,068
3303
$2.61M ﹤0.01%
118,052
-7,705
3304
$2.6M ﹤0.01%
364,237
+147,476
3305
$2.6M ﹤0.01%
138,961
-63,912
3306
$2.6M ﹤0.01%
150,388
-32,124
3307
$2.59M ﹤0.01%
64,976
-37,923
3308
$2.59M ﹤0.01%
30,786
-1,887
3309
$2.58M ﹤0.01%
157,988
+74,721
3310
$2.58M ﹤0.01%
233,584
-2,336
3311
$2.58M ﹤0.01%
156,372
+97,694
3312
$2.57M ﹤0.01%
420,128
+247,268
3313
$2.56M ﹤0.01%
181,548
+84,128
3314
$2.56M ﹤0.01%
96,410
-2,301
3315
$2.56M ﹤0.01%
101,045
+13,850
3316
$2.56M ﹤0.01%
161,552
+2,033
3317
$2.56M ﹤0.01%
79,945
+12,576
3318
$2.56M ﹤0.01%
328,489
-22,414
3319
$2.56M ﹤0.01%
54,309
-132,586
3320
$2.56M ﹤0.01%
333,255
+19,344
3321
$2.55M ﹤0.01%
168,895
-59,038
3322
$2.55M ﹤0.01%
8,930
+6,513
3323
$2.55M ﹤0.01%
2,814
+754
3324
$2.54M ﹤0.01%
178,644
+70,182
3325
$2.54M ﹤0.01%
59,987
+4,852
131 132
133
134 135