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
4401
$677K ﹤0.01%
19,898
-11,023
4402
$677K ﹤0.01%
45,484
-7,662
4403
$676K ﹤0.01%
49,116
-23,887
4404
$675K ﹤0.01%
26,022
+33
4405
$674K ﹤0.01%
39,748
+37,023
4406
$673K ﹤0.01%
39,712
+3,614
4407
$672K ﹤0.01%
52,835
+25,283
4408
$671K ﹤0.01%
129,260
+32,145
4409
$671K ﹤0.01%
48,436
+4,929
4410
$668K ﹤0.01%
47,183
-992,352
4411
$668K ﹤0.01%
92,402
-6,821
4412
$668K ﹤0.01%
12,357
-723
4413
$664K ﹤0.01%
140,775
-3,351
4414
$664K ﹤0.01%
33,481
-45,605
4415
$661K ﹤0.01%
5,807
-1,596
4416
$660K ﹤0.01%
33,828
-2,879
4417
$660K ﹤0.01%
8,352
-473
4418
$659K ﹤0.01%
12,396
-692
4419
$658K ﹤0.01%
50,776
+3,425
4420
$656K ﹤0.01%
59,426
-687
4421
$655K ﹤0.01%
47,769
+16,512
4422
$655K ﹤0.01%
44,223
+44,195
4423
$654K ﹤0.01%
23,469
-19,657
4424
$654K ﹤0.01%
258
+222
4425
$654K ﹤0.01%
35,643
-2,279
175 176
177
178 179