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
3976
$1.21M ﹤0.01%
133,207
-60,866
3977
$1.2M ﹤0.01%
73,778
-1,384
3978
$1.2M ﹤0.01%
422,494
+66,238
3979
$1.2M ﹤0.01%
527,324
-53,412
3980
$1.2M ﹤0.01%
25,648
-45,343
3981
$1.2M ﹤0.01%
49,699
+1,110
3982
$1.19M ﹤0.01%
179,349
+19,364
3983
$1.19M ﹤0.01%
147,573
-3,582
3984
$1.19M ﹤0.01%
39,326
-6,867
3985
$1.19M ﹤0.01%
2,894
-749
3986
$1.19M ﹤0.01%
186,301
+123,137
3987
$1.18M ﹤0.01%
60,193
-6,364
3988
$1.18M ﹤0.01%
96,989
+34,534
3989
$1.18M ﹤0.01%
49,535
+8,385
3990
$1.18M ﹤0.01%
33,836
+24,902
3991
$1.18M ﹤0.01%
99,280
+61,198
3992
$1.18M ﹤0.01%
16,417
+9,000
3993
$1.18M ﹤0.01%
+16,285
3994
$1.17M ﹤0.01%
+4
3995
$1.17M ﹤0.01%
134,922
-2,232,077
3996
$1.17M ﹤0.01%
64,678
-181,079
3997
$1.17M ﹤0.01%
4,524
-1,497
3998
$1.17M ﹤0.01%
60,342
-25,494
3999
$1.17M ﹤0.01%
3,690
-318
4000
$1.16M ﹤0.01%
31,880
-125,477
158 159
160
161 162