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
3826
$1.46M ﹤0.01%
79,299
+12,359
3827
$1.46M ﹤0.01%
84,515
+10,254
3828
$1.46M ﹤0.01%
30,346
+16,116
3829
$1.46M ﹤0.01%
26,662
+10,321
3830
$1.46M ﹤0.01%
914
+342
3831
$1.46M ﹤0.01%
73,525
-23,512
3832
$1.46M ﹤0.01%
81,291
-8,291
3833
$1.45M ﹤0.01%
141,312
-165,016
3834
$1.45M ﹤0.01%
16,364
-10,116
3835
$1.45M ﹤0.01%
17,122
-13,090
3836
$1.45M ﹤0.01%
79,580
-20,684
3837
$1.45M ﹤0.01%
56,290
-3,930
3838
$1.45M ﹤0.01%
945,033
+63,246
3839
$1.45M ﹤0.01%
45,443
-50,986
3840
$1.44M ﹤0.01%
53,988
+21,348
3841
$1.44M ﹤0.01%
50,000
3842
$1.44M ﹤0.01%
7,437
+5,584
3843
$1.44M ﹤0.01%
34,273
+8,966
3844
$1.44M ﹤0.01%
62,750
+14,595
3845
$1.44M ﹤0.01%
+25,522
3846
$1.44M ﹤0.01%
367
+135
3847
$1.43M ﹤0.01%
149,433
+69,983
3848
$1.43M ﹤0.01%
20,756
+3,222
3849
$1.43M ﹤0.01%
74,910
-467,446
3850
$1.43M ﹤0.01%
49,213
+38,274
152 153
154
155 156