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
4376
$703K ﹤0.01%
22,988
+20,162
4377
$702K ﹤0.01%
10,694
-17,594
4378
$701K ﹤0.01%
52,077
+7,295
4379
$699K ﹤0.01%
47,727
-13,594
4380
$699K ﹤0.01%
33,466
+6,618
4381
$698K ﹤0.01%
216,282
-87,963
4382
$698K ﹤0.01%
76,231
-6,074
4383
$696K ﹤0.01%
46,090
+16,790
4384
$696K ﹤0.01%
22,871
-6,729
4385
$696K ﹤0.01%
56,790
+39,749
4386
$693K ﹤0.01%
22,801
+1,280
4387
$693K ﹤0.01%
64,887
+29,960
4388
$692K ﹤0.01%
56,797
+32,398
4389
$692K ﹤0.01%
10,641
-1,295
4390
$692K ﹤0.01%
52,164
-32,448
4391
$691K ﹤0.01%
22,975
-3,878
4392
$690K ﹤0.01%
3,445
-45
4393
$689K ﹤0.01%
61,179
+52,265
4394
$689K ﹤0.01%
31,421
+13,897
4395
$686K ﹤0.01%
98,738
+81,399
4396
$683K ﹤0.01%
54,696
-46
4397
$683K ﹤0.01%
90,998
-8,490
4398
$682K ﹤0.01%
27,678
-7,782
4399
$680K ﹤0.01%
92,436
-59,640
4400
$678K ﹤0.01%
28,955
+1,299
174 175
176
177 178