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
4326
$746K ﹤0.01%
40,540
-11,236
4327
$746K ﹤0.01%
7,965
+5,872
4328
$746K ﹤0.01%
358,931
+336,729
4329
$746K ﹤0.01%
26,634
+10,878
4330
$745K ﹤0.01%
19,760
-9,898
4331
$744K ﹤0.01%
43,482
-53,732
4332
$744K ﹤0.01%
97,042
-129,129
4333
$742K ﹤0.01%
10,434
+2,069
4334
$740K ﹤0.01%
55,141
-795
4335
$740K ﹤0.01%
125,749
-35,560
4336
$740K ﹤0.01%
25,937
-79,697
4337
$739K ﹤0.01%
39,917
-45,199
4338
$738K ﹤0.01%
43,512
+14,450
4339
$738K ﹤0.01%
900,628
+261,294
4340
$737K ﹤0.01%
120,521
-34,227
4341
$736K ﹤0.01%
4,000
+902
4342
$732K ﹤0.01%
29,895
-12,672
4343
$731K ﹤0.01%
8,221
-15
4344
$731K ﹤0.01%
132,047
+12,134
4345
$729K ﹤0.01%
+25,138
4346
$728K ﹤0.01%
8,335
+466
4347
$727K ﹤0.01%
17,916
+1,565
4348
$727K ﹤0.01%
119,647
-18,620
4349
$725K ﹤0.01%
30,117
-15,279
4350
$722K ﹤0.01%
36,197
-459
172 173
174
175 176