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
4001
$1.16M ﹤0.01%
82,727
+7,595
4002
$1.16M ﹤0.01%
95,037
+34,287
4003
$1.16M ﹤0.01%
583,597
+285,781
4004
$1.15M ﹤0.01%
38,586
-23,977
4005
$1.15M ﹤0.01%
91,963
+77,965
4006
$1.15M ﹤0.01%
41,362
-21,006
4007
$1.15M ﹤0.01%
62
+23
4008
$1.15M ﹤0.01%
3,758
-5,791
4009
$1.15M ﹤0.01%
26,058
-100,759
4010
$1.14M ﹤0.01%
21,266
+3,932
4011
$1.14M ﹤0.01%
446,984
+70,594
4012
$1.14M ﹤0.01%
40,995
-2,547
4013
$1.14M ﹤0.01%
120,966
-4,322
4014
$1.14M ﹤0.01%
127,067
+123,941
4015
$1.14M ﹤0.01%
106,428
+27,192
4016
$1.14M ﹤0.01%
384,040
-899,560
4017
$1.13M ﹤0.01%
45,625
-16,798
4018
$1.13M ﹤0.01%
79,342
+51,594
4019
$1.13M ﹤0.01%
104,753
-155,993
4020
$1.13M ﹤0.01%
78,750
+297
4021
$1.13M ﹤0.01%
59,401
+23,416
4022
$1.13M ﹤0.01%
33,126
-26,949
4023
$1.13M ﹤0.01%
29,181
-4,898
4024
$1.13M ﹤0.01%
17,849
-7,059
4025
$1.13M ﹤0.01%
78,062
+3,486
159 160
161
162 163