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
4051
$1.08M ﹤0.01%
42,255
+2,758
4052
$1.08M ﹤0.01%
54,258
+33,846
4053
$1.08M ﹤0.01%
72,679
+65,119
4054
$1.07M ﹤0.01%
82,679
+68,266
4055
$1.07M ﹤0.01%
92,753
-531
4056
$1.07M ﹤0.01%
141,600
-179,067
4057
$1.07M ﹤0.01%
39,717
-11,702
4058
$1.07M ﹤0.01%
30,435
+399
4059
$1.07M ﹤0.01%
15,789
-17,160
4060
$1.07M ﹤0.01%
61,831
+44,418
4061
$1.07M ﹤0.01%
77,323
+31,948
4062
$1.07M ﹤0.01%
122,286
+24,899
4063
$1.06M ﹤0.01%
32,534
+19,530
4064
$1.06M ﹤0.01%
51,751
+10,242
4065
$1.06M ﹤0.01%
84,114
+5,626
4066
$1.06M ﹤0.01%
67,375
+10,978
4067
$1.06M ﹤0.01%
226,347
+57,229
4068
$1.06M ﹤0.01%
28,703
+928
4069
$1.06M ﹤0.01%
7,189
-39,802
4070
$1.06M ﹤0.01%
19,650
-3,328
4071
$1.06M ﹤0.01%
71,096
-227,375
4072
$1.06M ﹤0.01%
68,986
+45,318
4073
$1.06M ﹤0.01%
969,771
-2,372
4074
$1.06M ﹤0.01%
17,005
-60,231
4075
$1.05M ﹤0.01%
218,260
-42,618
161 162
163
164 165