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
3801
$1.5M ﹤0.01%
+61,113
3802
$1.5M ﹤0.01%
128,021
-14,170
3803
$1.5M ﹤0.01%
220,452
+34,205
3804
$1.49M ﹤0.01%
1,265
+400
3805
$1.49M ﹤0.01%
278,815
+52,155
3806
$1.49M ﹤0.01%
35,310
+28,216
3807
$1.49M ﹤0.01%
13,607
-191,030
3808
$1.48M ﹤0.01%
249,466
+236,852
3809
$1.48M ﹤0.01%
182,230
-6,791
3810
$1.48M ﹤0.01%
222,121
+79,600
3811
$1.48M ﹤0.01%
37,683
+5,884
3812
$1.48M ﹤0.01%
99,092
+327
3813
$1.48M ﹤0.01%
73,540
+42,020
3814
$1.48M ﹤0.01%
120,288
+113,423
3815
$1.48M ﹤0.01%
494,233
+181,061
3816
$1.48M ﹤0.01%
185,659
+34,927
3817
$1.48M ﹤0.01%
130,765
-88,438
3818
$1.47M ﹤0.01%
30,850
-73,786
3819
$1.47M ﹤0.01%
49,007
-14,846
3820
$1.47M ﹤0.01%
78,420
-1,175,714
3821
$1.47M ﹤0.01%
48,831
-14,974
3822
$1.47M ﹤0.01%
99,745
+32,764
3823
$1.47M ﹤0.01%
232,563
-248,629
3824
$1.47M ﹤0.01%
203,261
+94,592
3825
$1.46M ﹤0.01%
91,578
-3,811
151 152
153
154 155