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
4426
$653K ﹤0.01%
67,175
-751
4427
$652K ﹤0.01%
14,039
-2,018
4428
$649K ﹤0.01%
25,653
+8,972
4429
$649K ﹤0.01%
1,543
-1,520
4430
$648K ﹤0.01%
32,191
+9,974
4431
$646K ﹤0.01%
26,238
+9,337
4432
$645K ﹤0.01%
67,031
+25,523
4433
$645K ﹤0.01%
128,392
-67,857
4434
$644K ﹤0.01%
+12,498
4435
$644K ﹤0.01%
76,486
-485,026
4436
$637K ﹤0.01%
7,045
-11,381
4437
$635K ﹤0.01%
39,060
+1,504
4438
$635K ﹤0.01%
25,098
-164,752
4439
$634K ﹤0.01%
40,491
-72,928
4440
$634K ﹤0.01%
44,156
+21,307
4441
$633K ﹤0.01%
18,225
-3,685
4442
$633K ﹤0.01%
338,760
-102,311
4443
$632K ﹤0.01%
9,492
-11,280
4444
$632K ﹤0.01%
7,911
-1,043
4445
$632K ﹤0.01%
14,569
+1,413
4446
$629K ﹤0.01%
4,750
+545
4447
$629K ﹤0.01%
88,626
-57,236
4448
$629K ﹤0.01%
14,373
-420
4449
$628K ﹤0.01%
60,357
+48,356
4450
$628K ﹤0.01%
41,883
-2,956
176 177
178
179 180