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
3376
$2.4M ﹤0.01%
186,519
+12,842
3377
$2.4M ﹤0.01%
29,810
+25,340
3378
$2.39M ﹤0.01%
55,665
-101,233
3379
$2.39M ﹤0.01%
382,426
-16,722
3380
$2.39M ﹤0.01%
95,495
+27,151
3381
$2.39M ﹤0.01%
176,664
+4,803
3382
$2.39M ﹤0.01%
133,739
+6,864
3383
$2.38M ﹤0.01%
330,890
+91,013
3384
$2.38M ﹤0.01%
65,249
-59,578
3385
$2.38M ﹤0.01%
165,843
+131
3386
$2.37M ﹤0.01%
479,181
-53,583
3387
$2.37M ﹤0.01%
50,279
-138,338
3388
$2.37M ﹤0.01%
44,153
+22,042
3389
$2.37M ﹤0.01%
7,954
+2,274
3390
$2.37M ﹤0.01%
148,867
+12,891
3391
$2.37M ﹤0.01%
41,377
-1,087
3392
$2.37M ﹤0.01%
72,608
-1,758
3393
$2.36M ﹤0.01%
49,312
-6,959
3394
$2.36M ﹤0.01%
148,051
-97,493
3395
$2.36M ﹤0.01%
239,946
-15,376
3396
$2.36M ﹤0.01%
19,663
+18,487
3397
$2.35M ﹤0.01%
46,423
+7,886
3398
$2.35M ﹤0.01%
139,022
+92,622
3399
$2.35M ﹤0.01%
67,878
+11,631
3400
$2.35M ﹤0.01%
123,889
+67,676
134 135
136
137 138