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
4201
$898K ﹤0.01%
20,456
+12,058
4202
$898K ﹤0.01%
72,031
-11,518
4203
$897K ﹤0.01%
858
+401
4204
$897K ﹤0.01%
11,911
-35,184
4205
$895K ﹤0.01%
50,011
-6,052
4206
$892K ﹤0.01%
25,415
-16,802
4207
$890K ﹤0.01%
67,823
+1,973
4208
$890K ﹤0.01%
41
+34
4209
$889K ﹤0.01%
22,651
+13,941
4210
$885K ﹤0.01%
27,018
+13,777
4211
$885K ﹤0.01%
40,257
-94,188
4212
$882K ﹤0.01%
12,212
+5,980
4213
$882K ﹤0.01%
39,299
+27,980
4214
$881K ﹤0.01%
13,506
+4,603
4215
$881K ﹤0.01%
226,529
+93,918
4216
$880K ﹤0.01%
40,390
-43,491
4217
$879K ﹤0.01%
17,588
-927
4218
$878K ﹤0.01%
68,999
-37,739
4219
$877K ﹤0.01%
8,441
+3,029
4220
$873K ﹤0.01%
37,378
+14,454
4221
$873K ﹤0.01%
146,213
-70,374
4222
$871K ﹤0.01%
130,112
-628,991
4223
$870K ﹤0.01%
9,520
+7,598
4224
$867K ﹤0.01%
102,673
-28,945
4225
$867K ﹤0.01%
34,257
+3,510
167 168
169
170 171