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
3526
$2.05M ﹤0.01%
36,604
-59,344
3527
$2.04M ﹤0.01%
75,397
+4,754
3528
$2.04M ﹤0.01%
168,642
+139,670
3529
$2.04M ﹤0.01%
144,726
-3,122
3530
$2.03M ﹤0.01%
70,591
+49,598
3531
$2.03M ﹤0.01%
224,865
+8,295
3532
$2.03M ﹤0.01%
109,833
+67,739
3533
$2.03M ﹤0.01%
124,491
-35,549
3534
$2.03M ﹤0.01%
84,615
-322
3535
$2.03M ﹤0.01%
22,807
-2,927
3536
$2.02M ﹤0.01%
55,240
-164,252
3537
$2.02M ﹤0.01%
33,138
-20,703
3538
$2.02M ﹤0.01%
122,651
-140,671
3539
$2.01M ﹤0.01%
54,641
-56,622
3540
$2.01M ﹤0.01%
33,249
-78,049
3541
$2.01M ﹤0.01%
22,026
-8,495
3542
$2.01M ﹤0.01%
86,125
+85,775
3543
$2.01M ﹤0.01%
200,882
-10,021
3544
$2.01M ﹤0.01%
38,882
+2,785
3545
$2M ﹤0.01%
171,764
-2,659
3546
$2M ﹤0.01%
154,880
+59,449
3547
$2M ﹤0.01%
192,997
+24,194
3548
$2M ﹤0.01%
90,695
+65,099
3549
$1.99M ﹤0.01%
36,033
+4,111
3550
$1.99M ﹤0.01%
32,004
-17,837
140 141
142
143 144