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
3576
$1.95M ﹤0.01%
82,539
-122,124
3577
$1.95M ﹤0.01%
134,258
-104,396
3578
$1.95M ﹤0.01%
34,576
+56
3579
$1.95M ﹤0.01%
96,163
-22,596
3580
$1.94M ﹤0.01%
1,033,968
+972,970
3581
$1.94M ﹤0.01%
79,008
+9,571
3582
$1.94M ﹤0.01%
38,637
-10,860
3583
$1.94M ﹤0.01%
89,126
+2,350
3584
$1.94M ﹤0.01%
22,229
-3,642
3585
$1.93M ﹤0.01%
201,833
-48,106
3586
$1.93M ﹤0.01%
70,203
+52,059
3587
$1.93M ﹤0.01%
161,394
-73,827
3588
$1.92M ﹤0.01%
50,744
-8,279
3589
$1.92M ﹤0.01%
88,222
+73,303
3590
$1.92M ﹤0.01%
105,945
+14,444
3591
$1.92M ﹤0.01%
175,199
+13,992
3592
$1.92M ﹤0.01%
192,115
+5,100
3593
$1.91M ﹤0.01%
94,986
+17,514
3594
$1.91M ﹤0.01%
111,761
+24,310
3595
$1.91M ﹤0.01%
125,886
-44,043
3596
$1.91M ﹤0.01%
48,823
-1,271
3597
$1.9M ﹤0.01%
106,557
+26,905
3598
$1.9M ﹤0.01%
87,788
-106,988
3599
$1.9M ﹤0.01%
59,420
+52,373
3600
$1.9M ﹤0.01%
50,722
-1,829
142 143
144
145 146