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
3651
$1.78M ﹤0.01%
30,230
-821
3652
$1.78M ﹤0.01%
152,079
+5,173
3653
$1.78M ﹤0.01%
146,468
+130,540
3654
$1.78M ﹤0.01%
129,849
+75,617
3655
$1.78M ﹤0.01%
24,196
-127,312
3656
$1.78M ﹤0.01%
97,156
+11,590
3657
$1.77M ﹤0.01%
59,312
-33,848
3658
$1.76M ﹤0.01%
1,853
+1,256
3659
$1.76M ﹤0.01%
+163,062
3660
$1.76M ﹤0.01%
104,258
+2,238
3661
$1.75M ﹤0.01%
147,959
+31,556
3662
$1.75M ﹤0.01%
273,504
+71,288
3663
$1.75M ﹤0.01%
27,263
+10,790
3664
$1.75M ﹤0.01%
37,684
-8,689
3665
$1.75M ﹤0.01%
124
+102
3666
$1.75M ﹤0.01%
91,546
-64,749
3667
$1.75M ﹤0.01%
68,064
-5,791
3668
$1.74M ﹤0.01%
222,441
+69,807
3669
$1.74M ﹤0.01%
36,886
-14,903
3670
$1.74M ﹤0.01%
33,800
-2,178
3671
$1.74M ﹤0.01%
420,885
-101,587
3672
$1.74M ﹤0.01%
82,035
+1,140
3673
$1.73M ﹤0.01%
48,469
+19,807
3674
$1.73M ﹤0.01%
55,957
+46,003
3675
$1.73M ﹤0.01%
73,372
+39,013
145 146
147
148 149