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
3776
$1.54M ﹤0.01%
62,148
+11,999
3777
$1.54M ﹤0.01%
32,906
-225
3778
$1.54M ﹤0.01%
233,047
+41,881
3779
$1.53M ﹤0.01%
4,797
-80
3780
$1.53M ﹤0.01%
162,567
-155,386
3781
$1.53M ﹤0.01%
370,513
-400,218
3782
$1.53M ﹤0.01%
31,150
-11,770
3783
$1.53M ﹤0.01%
195,698
-27,017
3784
$1.52M ﹤0.01%
60,626
+26,949
3785
$1.52M ﹤0.01%
78,217
-14,524
3786
$1.52M ﹤0.01%
141,476
+137,862
3787
$1.52M ﹤0.01%
61,953
-23,113
3788
$1.52M ﹤0.01%
36,608
-27,927
3789
$1.51M ﹤0.01%
87,906
+3,339
3790
$1.51M ﹤0.01%
314,402
+218,982
3791
$1.51M ﹤0.01%
413,870
+158,025
3792
$1.51M ﹤0.01%
57,823
+8,858
3793
$1.51M ﹤0.01%
39,498
+5,736
3794
$1.51M ﹤0.01%
1,153
+1,149
3795
$1.51M ﹤0.01%
35,037
-3,035
3796
$1.5M ﹤0.01%
13,226
-221
3797
$1.5M ﹤0.01%
223,263
+88,093
3798
$1.5M ﹤0.01%
81,442
-122,995
3799
$1.5M ﹤0.01%
102,565
+45,521
3800
$1.5M ﹤0.01%
290,162
+140,845
150 151
152
153 154