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
4526
$576K ﹤0.01%
28,987
-7,123
4527
$576K ﹤0.01%
28,246
-39,692
4528
$576K ﹤0.01%
18,906
+3,985
4529
$573K ﹤0.01%
17,855
+9,783
4530
$572K ﹤0.01%
24,308
+9,632
4531
$571K ﹤0.01%
+24,424
4532
$570K ﹤0.01%
97,869
+97,860
4533
$569K ﹤0.01%
7,880
+2,777
4534
$569K ﹤0.01%
1,449
-2,919
4535
$568K ﹤0.01%
64,716
-15,205
4536
$568K ﹤0.01%
17,060
-11,077
4537
$567K ﹤0.01%
278
+64
4538
$567K ﹤0.01%
18,134
-10,622
4539
$566K ﹤0.01%
+19,637
4540
$565K ﹤0.01%
34,695
+9,309
4541
$565K ﹤0.01%
18,428
+68
4542
$565K ﹤0.01%
21,124
-36,738
4543
$565K ﹤0.01%
7,280
-6,979
4544
$564K ﹤0.01%
212,074
-2,375
4545
$561K ﹤0.01%
11,829
-188
4546
$560K ﹤0.01%
19,568
-54,075
4547
$559K ﹤0.01%
48,253
+39,261
4548
$558K ﹤0.01%
44,918
+19,297
4549
$557K ﹤0.01%
+22,812
4550
$557K ﹤0.01%
159,235
-92,518
180 181
182
183 184