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
3451
$2.23M ﹤0.01%
675,739
-22,950
3452
$2.23M ﹤0.01%
73,029
-7,253
3453
$2.23M ﹤0.01%
61,197
+37,565
3454
$2.23M ﹤0.01%
42,256
-30,149
3455
$2.22M ﹤0.01%
78,030
+53,848
3456
$2.21M ﹤0.01%
138,998
-132,804
3457
$2.21M ﹤0.01%
214,310
+5,727
3458
$2.2M ﹤0.01%
56,985
+14,638
3459
$2.19M ﹤0.01%
66,721
+21,125
3460
$2.19M ﹤0.01%
184,813
-33,934
3461
$2.19M ﹤0.01%
163,069
+29,683
3462
$2.19M ﹤0.01%
163,490
+1,701
3463
$2.18M ﹤0.01%
486,520
+483,212
3464
$2.18M ﹤0.01%
99,219
-6,426
3465
$2.18M ﹤0.01%
207,999
-81,855
3466
– –
0
3467
$2.17M ﹤0.01%
350,237
-418,411
3468
$2.17M ﹤0.01%
79,690
+19,330
3469
$2.17M ﹤0.01%
+93,875
3470
$2.17M ﹤0.01%
73,499
+27,452
3471
$2.17M ﹤0.01%
37,188
+11,433
3472
$2.17M ﹤0.01%
43,998
-6,761
3473
$2.17M ﹤0.01%
67,972
-65,143
3474
$2.17M ﹤0.01%
58,125
-1,051
3475
$2.16M ﹤0.01%
116,012
+16,671
137 138
139
140 141