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
4576
$537K ﹤0.01%
43,728
-17,468
4577
$537K ﹤0.01%
31,995
+1,421
4578
$537K ﹤0.01%
18,190
-3,803
4579
$536K ﹤0.01%
12,668
-3,758
4580
$536K ﹤0.01%
25,530
-23,712
4581
$536K ﹤0.01%
11,162
+8,944
4582
$535K ﹤0.01%
38,049
-1,873
4583
$534K ﹤0.01%
275,633
-12,969
4584
$534K ﹤0.01%
143,634
+1,279
4585
$534K ﹤0.01%
10,948
-191
4586
$532K ﹤0.01%
69,938
-367,507
4587
$532K ﹤0.01%
131,221
+59,872
4588
$531K ﹤0.01%
248,044
+14,508
4589
$531K ﹤0.01%
57,562
+56,362
4590
$529K ﹤0.01%
166,932
+102,155
4591
$528K ﹤0.01%
20,584
+11,373
4592
$522K ﹤0.01%
37,628
+1,205
4593
$522K ﹤0.01%
6,646
-6,288
4594
$522K ﹤0.01%
33,845
-20,804
4595
$521K ﹤0.01%
16,165
-17,826
4596
$519K ﹤0.01%
7,417
-55,731
4597
$519K ﹤0.01%
41,584
+386
4598
$513K ﹤0.01%
15,634
-42,668
4599
$512K ﹤0.01%
16,673
-928
4600
$512K ﹤0.01%
15,744
+1,348
182 183
184
185 186