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
3951
$1.25M ﹤0.01%
27,628
+944
3952
$1.25M ﹤0.01%
28,948
+2,184
3953
$1.24M ﹤0.01%
47,846
+35
3954
$1.24M ﹤0.01%
6,226
-541
3955
$1.24M ﹤0.01%
41,406
+11,039
3956
$1.24M ﹤0.01%
75,169
+6,131
3957
$1.24M ﹤0.01%
38,397
-66,273
3958
$1.24M ﹤0.01%
+63,381
3959
$1.24M ﹤0.01%
107,488
-9,305
3960
$1.23M ﹤0.01%
24,889
-10,501
3961
$1.23M ﹤0.01%
76,204
-35,352
3962
$1.23M ﹤0.01%
121,500
-7,108
3963
$1.23M ﹤0.01%
29,654
+1,224
3964
$1.22M ﹤0.01%
38,250
+18,050
3965
$1.22M ﹤0.01%
43,781
-40,929
3966
$1.22M ﹤0.01%
130,007
-39,262
3967
$1.22M ﹤0.01%
47,365
-36,755
3968
$1.22M ﹤0.01%
89,874
-46,467
3969
$1.22M ﹤0.01%
83,474
+3,622
3970
$1.22M ﹤0.01%
50,933
-3,033
3971
$1.21M ﹤0.01%
95,625
-69,786
3972
$1.21M ﹤0.01%
131,031
-15,133
3973
$1.21M ﹤0.01%
34,927
-61,914
3974
$1.21M ﹤0.01%
46,029
+42,489
3975
$1.21M ﹤0.01%
45,832
-41,081
157 158
159
160 161