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
4026
$1.12M ﹤0.01%
196,793
-648,922
4027
$1.12M ﹤0.01%
44,114
-2,912
4028
$1.12M ﹤0.01%
67,822
+2,410
4029
$1.12M ﹤0.01%
66,329
+64,035
4030
$1.12M ﹤0.01%
21,779
+12,962
4031
$1.12M ﹤0.01%
104,892
+2,630
4032
$1.11M ﹤0.01%
104,890
-32,815
4033
$1.11M ﹤0.01%
23,440
+23,190
4034
$1.11M ﹤0.01%
31,423
+613
4035
$1.11M ﹤0.01%
81,414
-398,699
4036
$1.11M ﹤0.01%
61,910
+5,244
4037
$1.11M ﹤0.01%
45,523
-1,726,347
4038
$1.1M ﹤0.01%
72,887
+42,533
4039
$1.1M ﹤0.01%
28,560
-4,337
4040
$1.1M ﹤0.01%
83,456
-34,686
4041
$1.1M ﹤0.01%
71,058
-5,052
4042
$1.1M ﹤0.01%
20,416
+8,150
4043
$1.09M ﹤0.01%
73,766
+1,025
4044
$1.09M ﹤0.01%
32,068
-315,212
4045
$1.09M ﹤0.01%
25,178
-2,871
4046
$1.09M ﹤0.01%
75,391
+17,166
4047
$1.09M ﹤0.01%
72,643
-396,290
4048
$1.09M ﹤0.01%
68,330
-79,739
4049
$1.09M ﹤0.01%
14,786
+5,303
4050
$1.09M ﹤0.01%
112,435
-56,317
160 161
162
163 164