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
3851
$1.43M ﹤0.01%
222,615
+23,532
3852
$1.42M ﹤0.01%
145,758
-8,461
3853
$1.41M ﹤0.01%
116,786
+17,490
3854
$1.41M ﹤0.01%
113,521
+90,205
3855
$1.41M ﹤0.01%
59,027
-17,664
3856
$1.41M ﹤0.01%
70,705
-735,856
3857
$1.41M ﹤0.01%
100,919
-65,334
3858
$1.4M ﹤0.01%
40,880
-18,824
3859
$1.4M ﹤0.01%
181,212
+89,131
3860
$1.4M ﹤0.01%
2,212
-731
3861
$1.4M ﹤0.01%
92,825
+849
3862
$1.4M ﹤0.01%
90,853
+62,222
3863
$1.39M ﹤0.01%
109,631
-14,191
3864
$1.39M ﹤0.01%
49,418
-2,303
3865
$1.39M ﹤0.01%
42,053
+1,827
3866
$1.39M ﹤0.01%
23,774
-61,467
3867
$1.39M ﹤0.01%
51,149
-11,604
3868
$1.38M ﹤0.01%
57,996
-17,727
3869
$1.38M ﹤0.01%
143,991
-36,452
3870
$1.38M ﹤0.01%
34,654
+17,909
3871
$1.38M ﹤0.01%
79,691
+38,045
3872
$1.37M ﹤0.01%
102,131
+1,672
3873
$1.37M ﹤0.01%
313,483
+254,133
3874
$1.37M ﹤0.01%
72,316
-59,231
3875
$1.37M ﹤0.01%
37,672
+6,208
153 154
155
156 157