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
4601
$511K ﹤0.01%
48,628
-369,298
4602
$510K ﹤0.01%
55,413
-134,521
4603
$510K ﹤0.01%
12,801
-3,652
4604
$510K ﹤0.01%
27,326
+6,642
4605
$508K ﹤0.01%
21,706
-6,702
4606
$507K ﹤0.01%
54,451
+3,553
4607
$507K ﹤0.01%
10,946
-2,603
4608
$506K ﹤0.01%
+32,850
4609
$506K ﹤0.01%
27,331
-5,258
4610
$506K ﹤0.01%
28,233
+643
4611
$505K ﹤0.01%
23,904
+8,580
4612
$504K ﹤0.01%
72,995
+72,982
4613
$503K ﹤0.01%
33,463
-103,067
4614
$502K ﹤0.01%
19,434
+7,293
4615
$502K ﹤0.01%
77,804
+3,340
4616
$501K ﹤0.01%
26,742
-23,927
4617
$499K ﹤0.01%
17,165
-18,197
4618
$498K ﹤0.01%
15,088
-20,206
4619
$497K ﹤0.01%
80,071
-20,452
4620
$496K ﹤0.01%
48,187
-7,638
4621
$496K ﹤0.01%
1,255
+635
4622
$496K ﹤0.01%
16,290
-12,740
4623
$496K ﹤0.01%
27,348
-65,477
4624
$496K ﹤0.01%
79,062
-2,397
4625
$493K ﹤0.01%
4,287
-1,243
183 184
185
186 187