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
3501
$2.1M ﹤0.01%
78,587
+402
3502
$2.1M ﹤0.01%
75,123
+9,087
3503
$2.1M ﹤0.01%
58,998
-27,972
3504
$2.1M ﹤0.01%
286,420
+133,370
3505
$2.1M ﹤0.01%
38,612
+859
3506
$2.09M ﹤0.01%
174,326
+133,979
3507
$2.09M ﹤0.01%
116,943
+80,792
3508
$2.09M ﹤0.01%
8,488
+3,836
3509
$2.09M ﹤0.01%
136,554
-3,627
3510
$2.09M ﹤0.01%
35,775
-260,086
3511
$2.08M ﹤0.01%
43,641
+14,469
3512
$2.08M ﹤0.01%
1,263,011
-1,676,410
3513
$2.08M ﹤0.01%
323,982
+5,293
3514
$2.08M ﹤0.01%
520,442
+37,704
3515
$2.08M ﹤0.01%
455,443
-106,930
3516
$2.07M ﹤0.01%
86,795
+79,583
3517
$2.07M ﹤0.01%
26,245
+20,339
3518
$2.07M ﹤0.01%
83,579
+13,610
3519
$2.06M ﹤0.01%
40,680
+1,415
3520
$2.06M ﹤0.01%
35,518
-6,359
3521
$2.06M ﹤0.01%
80,212
-13,264
3522
$2.06M ﹤0.01%
131,769
-4,088
3523
$2.06M ﹤0.01%
48,860
+23,969
3524
$2.06M ﹤0.01%
57,905
+22,335
3525
$2.06M ﹤0.01%
85,800
-5,703
139 140
141
142 143