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
3751
$1.57M ﹤0.01%
66,780
-50,538
3752
$1.57M ﹤0.01%
96,859
-25,387
3753
$1.57M ﹤0.01%
33,772
-49,724
3754
$1.57M ﹤0.01%
165,093
+148,041
3755
$1.57M ﹤0.01%
90,107
-16,251
3756
$1.57M ﹤0.01%
84,004
-13,222
3757
$1.57M ﹤0.01%
19,531
+8,784
3758
$1.56M ﹤0.01%
63,284
-61,195
3759
$1.56M ﹤0.01%
22,264
-95,780
3760
$1.56M ﹤0.01%
107,356
+5,179
3761
$1.56M ﹤0.01%
31,463
+26,973
3762
$1.56M ﹤0.01%
132,351
-973
3763
$1.56M ﹤0.01%
115,128
+71,280
3764
$1.56M ﹤0.01%
150,810
+66,561
3765
$1.56M ﹤0.01%
26,967
-17,689
3766
$1.55M ﹤0.01%
97,976
+15,048
3767
$1.55M ﹤0.01%
130,015
+95,528
3768
$1.55M ﹤0.01%
187,998
+10,860
3769
$1.55M ﹤0.01%
253,350
+120,240
3770
$1.55M ﹤0.01%
105,656
+101,332
3771
$1.55M ﹤0.01%
231,510
-23,262
3772
$1.55M ﹤0.01%
473,269
+206,771
3773
$1.55M ﹤0.01%
34,781
+24,586
3774
$1.54M ﹤0.01%
69,850
-24,895
3775
$1.54M ﹤0.01%
40,587
-36,821
149 150
151
152 153