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
3876
$1.37M ﹤0.01%
78,544
+53,826
3877
$1.37M ﹤0.01%
18,740
+12,137
3878
$1.36M ﹤0.01%
27,704
-978
3879
$1.36M ﹤0.01%
86,636
-37,146
3880
$1.36M ﹤0.01%
105,218
+15,504
3881
$1.36M ﹤0.01%
28,521
+3,550
3882
$1.36M ﹤0.01%
72,661
-19,695
3883
$1.36M ﹤0.01%
68,080
-28,169
3884
$1.36M ﹤0.01%
42,271
-554
3885
$1.35M ﹤0.01%
34,303
+15,729
3886
$1.35M ﹤0.01%
70,790
-12,559
3887
$1.35M ﹤0.01%
54,653
+9,499
3888
$1.34M ﹤0.01%
76,203
+11,456
3889
$1.34M ﹤0.01%
76,778
-330,755
3890
$1.34M ﹤0.01%
101,464
-2,496
3891
$1.34M ﹤0.01%
93,718
+23,976
3892
$1.33M ﹤0.01%
186,055
-23,825
3893
$1.33M ﹤0.01%
71,483
+33,847
3894
$1.33M ﹤0.01%
68,575
+16,157
3895
$1.33M ﹤0.01%
56,705
-10,692
3896
$1.33M ﹤0.01%
161,229
+50,910
3897
$1.33M ﹤0.01%
33,613
+1,346
3898
$1.32M ﹤0.01%
1,568
+386
3899
$1.32M ﹤0.01%
78,560
-4,188
3900
$1.32M ﹤0.01%
52,898
-40,588
154 155
156
157 158