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
3401
$2.35M ﹤0.01%
110,690
+14,130
3402
$2.35M ﹤0.01%
+172,466
3403
$2.35M ﹤0.01%
+81,000
3404
$2.34M ﹤0.01%
69,530
-6,958
3405
$2.34M ﹤0.01%
30,320
-644
3406
$2.34M ﹤0.01%
103,945
+1,262
3407
$2.34M ﹤0.01%
60,666
+29,863
3408
$2.34M ﹤0.01%
85,432
+14,425
3409
$2.34M ﹤0.01%
37,498
-38,313
3410
$2.33M ﹤0.01%
87,978
+33,185
3411
$2.33M ﹤0.01%
160,740
+17,449
3412
$2.32M ﹤0.01%
303,952
+22,837
3413
$2.32M ﹤0.01%
71,896
-14,770
3414
$2.31M ﹤0.01%
149,239
+54,272
3415
$2.31M ﹤0.01%
63,058
-85,821
3416
$2.31M ﹤0.01%
198,893
+116,746
3417
$2.31M ﹤0.01%
206,713
+17,473
3418
$2.31M ﹤0.01%
52,451
-160,056
3419
$2.3M ﹤0.01%
171,582
+14,396
3420
$2.3M ﹤0.01%
9,612
+2,855
3421
$2.3M ﹤0.01%
226,053
+86,811
3422
$2.3M ﹤0.01%
145,399
+87,633
3423
$2.29M ﹤0.01%
184,869
+41,222
3424
$2.29M ﹤0.01%
87,961
+7,214
3425
$2.29M ﹤0.01%
39,816
-1,390
135 136
137
138 139