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
3626
$1.85M ﹤0.01%
170,229
-35,343
3627
$1.84M ﹤0.01%
70,136
+19,715
3628
$1.84M ﹤0.01%
76,186
-175,297
3629
$1.84M ﹤0.01%
38,798
+175
3630
$1.83M ﹤0.01%
113,825
+54,414
3631
$1.83M ﹤0.01%
76,603
+2,296
3632
$1.83M ﹤0.01%
485,183
-102,444
3633
$1.83M ﹤0.01%
33,523
+16,105
3634
$1.82M ﹤0.01%
22,828
+7,864
3635
$1.82M ﹤0.01%
167,649
-7,747
3636
$1.82M ﹤0.01%
201,279
-26,175
3637
$1.82M ﹤0.01%
134,103
+36,769
3638
$1.82M ﹤0.01%
92,202
+48,118
3639
$1.81M ﹤0.01%
973,233
+670,019
3640
$1.81M ﹤0.01%
80,575
+3,693
3641
$1.8M ﹤0.01%
86,406
+5,256
3642
$1.8M ﹤0.01%
489,423
+416,143
3643
$1.8M ﹤0.01%
122,490
+54,652
3644
$1.8M ﹤0.01%
38,829
+5,462
3645
$1.8M ﹤0.01%
54,126
+19,431
3646
$1.8M ﹤0.01%
57,714
-20,617
3647
$1.8M ﹤0.01%
53,987
-884
3648
$1.79M ﹤0.01%
159,952
+154,873
3649
$1.79M ﹤0.01%
100,529
-13,554
3650
$1.79M ﹤0.01%
65,947
-20,891
144 145
146
147 148