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
4626
$492K ﹤0.01%
15,782
-208,957
4627
$492K ﹤0.01%
33,603
-48,513
4628
$491K ﹤0.01%
2
4629
$491K ﹤0.01%
32,746
4630
$491K ﹤0.01%
45,405
+13,150
4631
$490K ﹤0.01%
+49
4632
$490K ﹤0.01%
54,941
+28,438
4633
$488K ﹤0.01%
13,657
+790
4634
$488K ﹤0.01%
26,223
+20,004
4635
$487K ﹤0.01%
34,319
+18,992
4636
$487K ﹤0.01%
11,518
+117
4637
$487K ﹤0.01%
29,749
-61,915
4638
$486K ﹤0.01%
181,311
-146,887
4639
$486K ﹤0.01%
22,863
+1
4640
$485K ﹤0.01%
38,430
+5,160
4641
$485K ﹤0.01%
3,673
+1,227
4642
$485K ﹤0.01%
19,547
-57,318
4643
$485K ﹤0.01%
2,337
+232
4644
$484K ﹤0.01%
27,765
-19,559
4645
$482K ﹤0.01%
12,785
+4,058
4646
$482K ﹤0.01%
24,764
-18,578
4647
$481K ﹤0.01%
33,667
-38,107
4648
$481K ﹤0.01%
1,521
+239
4649
$480K ﹤0.01%
25,605
-46,896
4650
$480K ﹤0.01%
69,814
+17,159
184 185
186
187 188