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
3351
$2.47M ﹤0.01%
78,046
-39,777
3352
$2.46M ﹤0.01%
91,213
-233,115
3353
$2.46M ﹤0.01%
59,589
+36,511
3354
$2.46M ﹤0.01%
273,399
-112,935
3355
$2.46M ﹤0.01%
200,617
+135,255
3356
$2.45M ﹤0.01%
32,545
+13,431
3357
$2.44M ﹤0.01%
76,915
-2,368
3358
$2.44M ﹤0.01%
27,258
+1,828
3359
$2.44M ﹤0.01%
64,475
-12,701
3360
$2.43M ﹤0.01%
1,271,104
+334,150
3361
$2.43M ﹤0.01%
95,506
+25,542
3362
$2.43M ﹤0.01%
123,680
+35,123
3363
$2.43M ﹤0.01%
70,467
+1,590
3364
$2.42M ﹤0.01%
63,142
-56,178
3365
$2.42M ﹤0.01%
187,295
+85,282
3366
$2.42M ﹤0.01%
123,640
+1,150
3367
$2.42M ﹤0.01%
47,711
-78,937
3368
$2.42M ﹤0.01%
87,339
-719,902
3369
$2.41M ﹤0.01%
79,923
-21,857
3370
$2.41M ﹤0.01%
76,297
-4,054
3371
$2.41M ﹤0.01%
31,763
+1,399
3372
$2.41M ﹤0.01%
105,438
+104,814
3373
$2.4M ﹤0.01%
99,833
+75,046
3374
$2.4M ﹤0.01%
195,794
-14,598
3375
$2.4M ﹤0.01%
74,992
-14,419
133 134
135
136 137