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
4076
$1.05M ﹤0.01%
112,675
+28,799
4077
$1.05M ﹤0.01%
88,089
-153,134
4078
$1.05M ﹤0.01%
239,032
+219,379
4079
$1.05M ﹤0.01%
27,749
-4,630
4080
$1.05M ﹤0.01%
93,877
+24,182
4081
$1.05M ﹤0.01%
67,772
+13,584
4082
$1.04M ﹤0.01%
39,092
-8,330
4083
$1.04M ﹤0.01%
162,896
+132,210
4084
$1.04M ﹤0.01%
342,459
+235,963
4085
$1.04M ﹤0.01%
384,802
-31,510
4086
$1.04M ﹤0.01%
1,493
+929
4087
$1.04M ﹤0.01%
30,701
-27,764
4088
$1.04M ﹤0.01%
17,329
+3,612
4089
$1.03M ﹤0.01%
+37,266
4090
$1.03M ﹤0.01%
58,999
+11,998
4091
$1.03M ﹤0.01%
71,907
-20,178
4092
$1.03M ﹤0.01%
109,621
+17,199
4093
$1.03M ﹤0.01%
27,128
-3,063
4094
$1.03M ﹤0.01%
141,072
+132,155
4095
$1.03M ﹤0.01%
83,392
-27,458
4096
$1.02M ﹤0.01%
60,401
-11,388
4097
$1.02M ﹤0.01%
330,793
-87,383
4098
$1.02M ﹤0.01%
126,104
-5,976
4099
$1.01M ﹤0.01%
92,177
+1,728
4100
$1.01M ﹤0.01%
35,668
-74,643
162 163
164
165 166