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
4451
$627K ﹤0.01%
2,274
+607
4452
$627K ﹤0.01%
29,219
+9,877
4453
$627K ﹤0.01%
28,535
-31,564
4454
$626K ﹤0.01%
11,978
-1,488
4455
$626K ﹤0.01%
53,625
-3,883
4456
$625K ﹤0.01%
37,471
-8,899
4457
$625K ﹤0.01%
39,210
-737
4458
$622K ﹤0.01%
7,864
-67,027
4459
$621K ﹤0.01%
384
-114
4460
$621K ﹤0.01%
54,736
+25,003
4461
$621K ﹤0.01%
19,620
-417
4462
$621K ﹤0.01%
26,994
-2,220
4463
$621K ﹤0.01%
66,656
+13,136
4464
$619K ﹤0.01%
38,624
+4,190
4465
$619K ﹤0.01%
55,974
-116,214
4466
$617K ﹤0.01%
36,476
-8,353
4467
$616K ﹤0.01%
29,270
+11,763
4468
$614K ﹤0.01%
33,192
+6,430
4469
$614K ﹤0.01%
25,136
-33,151
4470
$614K ﹤0.01%
15,099
+105
4471
$613K ﹤0.01%
86,066
-8,639
4472
$612K ﹤0.01%
42,784
+1
4473
$611K ﹤0.01%
25,080
-1,771
4474
$611K ﹤0.01%
85,480
+51,732
4475
$611K ﹤0.01%
29,251
-17,549
177 178
179
180 181