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
4501
$595K ﹤0.01%
17,573
-22,757
4502
$595K ﹤0.01%
43,318
-48,688
4503
$593K ﹤0.01%
13,412
+5,251
4504
$593K ﹤0.01%
37,307
-13,061
4505
$593K ﹤0.01%
20,357
-1,233
4506
$592K ﹤0.01%
25,894
-35,507
4507
$591K ﹤0.01%
21,638
+1,136
4508
$590K ﹤0.01%
23,955
-1,119
4509
$590K ﹤0.01%
17,046
-471
4510
$589K ﹤0.01%
35,628
+7,468
4511
$587K ﹤0.01%
20,191
+10,973
4512
$587K ﹤0.01%
13,583
+3,063
4513
$586K ﹤0.01%
81,361
+19,958
4514
$584K ﹤0.01%
31,069
-3,294
4515
$584K ﹤0.01%
16,980
-4,890
4516
$583K ﹤0.01%
19,287
-3,186
4517
$583K ﹤0.01%
9,123
-4,439
4518
$583K ﹤0.01%
8,618
-7,570
4519
$582K ﹤0.01%
16,274
+8,966
4520
$579K ﹤0.01%
38,552
+1,031
4521
$578K ﹤0.01%
36,303
+2,382
4522
$578K ﹤0.01%
6,386
+1,355
4523
$578K ﹤0.01%
35,126
-3,711
4524
$577K ﹤0.01%
45,078
-1,007
4525
$577K ﹤0.01%
32,827
+2,100
179 180
181
182 183