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
3676
$1.73M ﹤0.01%
155,545
+25,220
3677
$1.73M ﹤0.01%
73,028
+51,786
3678
$1.73M ﹤0.01%
94,755
-70,037
3679
$1.73M ﹤0.01%
151,812
-2,032
3680
$1.73M ﹤0.01%
73,635
+39,803
3681
$1.71M ﹤0.01%
159,935
+21,384
3682
$1.71M ﹤0.01%
146,574
-15,188
3683
$1.7M ﹤0.01%
145,619
-27,655
3684
$1.7M ﹤0.01%
66,953
+3,389
3685
$1.7M ﹤0.01%
171,203
+58,901
3686
$1.7M ﹤0.01%
85,177
-9,148
3687
$1.69M ﹤0.01%
49,451
+22,672
3688
$1.69M ﹤0.01%
+84,500
3689
$1.69M ﹤0.01%
87,867
+14,603
3690
$1.69M ﹤0.01%
17,715
+5,597
3691
$1.69M ﹤0.01%
115,604
+23,112
3692
$1.68M ﹤0.01%
35,112
+21,517
3693
$1.68M ﹤0.01%
97,081
-1,825
3694
$1.68M ﹤0.01%
73,354
+6,874
3695
$1.68M ﹤0.01%
117,298
+50,020
3696
$1.67M ﹤0.01%
46,702
+41,505
3697
$1.67M ﹤0.01%
29,386
+9,859
3698
$1.67M ﹤0.01%
389,411
+205,992
3699
$1.67M ﹤0.01%
296,905
-82,344
3700
$1.67M ﹤0.01%
24,310
-17,223
146 147
148
149 150