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
3476
$2.16M ﹤0.01%
106,153
+61,303
3477
$2.15M ﹤0.01%
30,880
+12,756
3478
$2.15M ﹤0.01%
74,319
+3,095
3479
$2.15M ﹤0.01%
37,123
+33,402
3480
$2.15M ﹤0.01%
101,446
-4,176
3481
$2.15M ﹤0.01%
86,846
+14,925
3482
$2.15M ﹤0.01%
148,052
-94,740
3483
$2.15M ﹤0.01%
126,260
+43,257
3484
$2.14M ﹤0.01%
168,131
+3,994
3485
$2.14M ﹤0.01%
161,421
+40,206
3486
$2.14M ﹤0.01%
72,566
-143,569
3487
$2.13M ﹤0.01%
38,231
+7,533
3488
$2.13M ﹤0.01%
157,054
+2,423
3489
$2.13M ﹤0.01%
65,054
-35,902
3490
$2.13M ﹤0.01%
159,454
+34,995
3491
$2.13M ﹤0.01%
166,958
+86,293
3492
$2.12M ﹤0.01%
18,189
+9,429
3493
$2.12M ﹤0.01%
411,997
-52,714
3494
$2.12M ﹤0.01%
110,108
-3,822
3495
$2.12M ﹤0.01%
110,503
-131,856
3496
$2.11M ﹤0.01%
187,302
-20,043
3497
$2.11M ﹤0.01%
81,456
+48,994
3498
$2.11M ﹤0.01%
50,535
+798
3499
$2.11M ﹤0.01%
186,956
+76,138
3500
$2.11M ﹤0.01%
+9
138 139
140
141 142