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
4101
$1.01M ﹤0.01%
60,217
+48,648
4102
$1.01M ﹤0.01%
21,304
+3,222
4103
$1.01M ﹤0.01%
34,008
-35,930
4104
$1M ﹤0.01%
76,510
-4,247
4105
$1M ﹤0.01%
121,317
-21,326
4106
$1M ﹤0.01%
82,024
+2,100
4107
$1M ﹤0.01%
37,732
+14,849
4108
$1M ﹤0.01%
318,204
+147,251
4109
$998K ﹤0.01%
17,278
-54,608
4110
$998K ﹤0.01%
139,092
+54,425
4111
$997K ﹤0.01%
180,573
4112
$995K ﹤0.01%
51,979
+3,396
4113
$994K ﹤0.01%
39,785
-107,581
4114
$993K ﹤0.01%
91,957
+14,274
4115
$993K ﹤0.01%
84,805
-29,204
4116
$992K ﹤0.01%
65,138
-60,580
4117
$990K ﹤0.01%
45,402
+12,786
4118
$988K ﹤0.01%
59,540
-15,387
4119
$987K ﹤0.01%
57,072
+1,830
4120
$985K ﹤0.01%
334,914
+148,506
4121
$984K ﹤0.01%
217,733
+102,722
4122
$983K ﹤0.01%
24,743
+2,085
4123
$982K ﹤0.01%
98,759
-2,613
4124
$981K ﹤0.01%
141,925
+39,615
4125
$981K ﹤0.01%
39,134
+20,967
163 164
165
166 167