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
3551
$1.99M ﹤0.01%
82,628
+60,825
3552
$1.99M ﹤0.01%
69,414
-135,624
3553
$1.99M ﹤0.01%
80,787
+3,030
3554
$1.98M ﹤0.01%
46,931
+1,845
3555
$1.98M ﹤0.01%
6,086
-1,807
3556
$1.97M ﹤0.01%
364,881
-146,894
3557
$1.97M ﹤0.01%
63,130
-85,422
3558
$1.97M ﹤0.01%
54,910
-106,138
3559
$1.97M ﹤0.01%
43,088
-25,751
3560
$1.97M ﹤0.01%
215,980
-112,510
3561
$1.97M ﹤0.01%
123,256
-18,463
3562
$1.97M ﹤0.01%
970,167
+196,282
3563
$1.97M ﹤0.01%
49,674
+9,039
3564
$1.97M ﹤0.01%
135,496
+1,996
3565
$1.97M ﹤0.01%
153,033
+132,504
3566
$1.97M ﹤0.01%
31,866
-40,153
3567
$1.97M ﹤0.01%
137,257
+8,747
3568
$1.97M ﹤0.01%
65,624
+40,004
3569
$1.96M ﹤0.01%
93,194
+22,659
3570
$1.96M ﹤0.01%
102,515
+9,927
3571
$1.96M ﹤0.01%
55,230
+19,662
3572
$1.96M ﹤0.01%
47,302
+10,724
3573
$1.96M ﹤0.01%
24,178
-172,365
3574
$1.95M ﹤0.01%
38,383
+15,772
3575
$1.95M ﹤0.01%
48,842
-17,211
141 142
143
144 145