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
3426
$2.29M ﹤0.01%
230,898
+18,460
3427
$2.29M ﹤0.01%
219,133
-581,747
3428
$2.29M ﹤0.01%
153,630
+19,082
3429
$2.28M ﹤0.01%
58,406
+1,929
3430
$2.28M ﹤0.01%
84,270
+1,750
3431
$2.28M ﹤0.01%
45,534
-11,215
3432
$2.28M ﹤0.01%
3,879
-1,453
3433
$2.27M ﹤0.01%
183,798
+12,232
3434
$2.27M ﹤0.01%
106,175
+2,806
3435
$2.27M ﹤0.01%
175,209
+24,296
3436
$2.27M ﹤0.01%
45,199
+2,381
3437
$2.26M ﹤0.01%
158,413
-1,012
3438
$2.26M ﹤0.01%
62,630
-15,026
3439
$2.26M ﹤0.01%
85,451
-25,393
3440
$2.26M ﹤0.01%
272,794
-149,921
3441
$2.25M ﹤0.01%
74,720
+62,152
3442
$2.25M ﹤0.01%
36,689
-2,777
3443
$2.24M ﹤0.01%
199,170
+111,126
3444
$2.24M ﹤0.01%
60,300
-68,477
3445
$2.24M ﹤0.01%
119,508
+62,956
3446
$2.24M ﹤0.01%
69,641
-66,512
3447
$2.24M ﹤0.01%
294,039
-18,675
3448
$2.23M ﹤0.01%
172,212
+151,662
3449
$2.23M ﹤0.01%
257,513
+211,250
3450
$2.23M ﹤0.01%
192,546
+20,207
136 137
138
139 140