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
4126
$980K ﹤0.01%
238,452
+121,462
4127
$978K ﹤0.01%
33,203
-10,533
4128
$976K ﹤0.01%
106,190
+90,627
4129
$975K ﹤0.01%
14,005
-3,433
4130
$975K ﹤0.01%
20,515
+8,850
4131
$974K ﹤0.01%
30,714
+15,472
4132
$972K ﹤0.01%
72,072
+7,924
4133
$972K ﹤0.01%
264,865
+198,427
4134
$968K ﹤0.01%
39,548
+15,738
4135
$966K ﹤0.01%
39,595
+277
4136
$965K ﹤0.01%
20,905
-19,925
4137
$964K ﹤0.01%
18,955
+12,605
4138
$963K ﹤0.01%
25,238
+1,615
4139
$963K ﹤0.01%
29,074
-12,532
4140
$963K ﹤0.01%
104,856
-53,010
4141
$962K ﹤0.01%
86,278
+41,663
4142
$961K ﹤0.01%
30,317
-2,115
4143
$960K ﹤0.01%
19,076
+8,416
4144
$960K ﹤0.01%
7,929
-12,643
4145
$958K ﹤0.01%
28,232
-21,188
4146
$958K ﹤0.01%
55,869
+7,930
4147
$957K ﹤0.01%
31,027
-42,876
4148
$957K ﹤0.01%
1,338
+248
4149
$956K ﹤0.01%
12,385
+3,236
4150
$956K ﹤0.01%
39,767
+1,569
164 165
166
167 168