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
4351
$721K ﹤0.01%
57,219
+2,140
4352
$720K ﹤0.01%
40,887
-9,724
4353
$720K ﹤0.01%
27,051
-1,300
4354
$718K ﹤0.01%
1,175
+1,012
4355
$717K ﹤0.01%
22,801
-14,804
4356
$717K ﹤0.01%
69,669
-4,386
4357
$717K ﹤0.01%
172,930
+9,977
4358
$716K ﹤0.01%
30,780
+28,214
4359
$715K ﹤0.01%
116,570
+68,633
4360
$715K ﹤0.01%
14,678
-4,122
4361
$714K ﹤0.01%
72,254
+56,224
4362
$714K ﹤0.01%
189,890
-254,983
4363
$714K ﹤0.01%
14,477
+8,476
4364
$713K ﹤0.01%
39,014
+23,394
4365
$713K ﹤0.01%
31,023
-6,573
4366
$711K ﹤0.01%
28,179
+14,023
4367
$710K ﹤0.01%
59,570
+10,200
4368
$708K ﹤0.01%
38,520
-26,646
4369
– –
0
4370
$708K ﹤0.01%
269,288
-1,150
4371
$707K ﹤0.01%
14,363
+359
4372
$706K ﹤0.01%
9,395
+1,804
4373
$705K ﹤0.01%
54,170
+49,688
4374
$704K ﹤0.01%
31,650
+687
4375
$704K ﹤0.01%
85,798
+39,737
173 174
175
176 177