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
3701
$1.67M ﹤0.01%
52,970
+36,159
3702
$1.67M ﹤0.01%
39,126
-16,616
3703
$1.66M ﹤0.01%
139,955
+55,815
3704
$1.66M ﹤0.01%
31,255
-10,643
3705
$1.66M ﹤0.01%
146,631
-128,288
3706
$1.66M ﹤0.01%
68,720
-42,882
3707
$1.66M ﹤0.01%
85,631
+53,324
3708
$1.66M ﹤0.01%
180,772
+43,624
3709
$1.66M ﹤0.01%
45,999
+4,682
3710
$1.66M ﹤0.01%
153,176
-75,864
3711
$1.66M ﹤0.01%
70,842
-60,829
3712
$1.66M ﹤0.01%
59,931
+41,448
3713
$1.65M ﹤0.01%
104,722
-2,367
3714
$1.65M ﹤0.01%
86,198
+5,223
3715
$1.65M ﹤0.01%
11,627
-10,122
3716
$1.65M ﹤0.01%
44,216
+25,219
3717
$1.64M ﹤0.01%
9,265
+2,550
3718
$1.64M ﹤0.01%
96,904
-37,093
3719
$1.64M ﹤0.01%
41,822
-38,290
3720
$1.64M ﹤0.01%
158,551
+47,415
3721
$1.63M ﹤0.01%
23,308
-30,466
3722
$1.63M ﹤0.01%
28,095
-29,678
3723
$1.63M ﹤0.01%
62,625
-9,677
3724
$1.63M ﹤0.01%
81,591
+60,696
3725
$1.63M ﹤0.01%
75,574
-1,276
147 148
149
150 151