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
4701
$447K ﹤0.01%
25,293
-13,736
4702
$446K ﹤0.01%
14,103
-461
4703
$446K ﹤0.01%
26,604
-505,552
4704
$445K ﹤0.01%
24,211
-8,367
4705
$444K ﹤0.01%
8,650
+2,711
4706
$444K ﹤0.01%
43,728
+6,899
4707
$444K ﹤0.01%
15,743
-1,757
4708
$442K ﹤0.01%
26,471
-1,269
4709
$442K ﹤0.01%
+2,916
4710
$441K ﹤0.01%
21,156
-1,888
4711
$441K ﹤0.01%
1,089
+539
4712
$441K ﹤0.01%
22,191
-9,076
4713
$439K ﹤0.01%
6,152
-7,871
4714
$438K ﹤0.01%
7,041
-6,518
4715
$438K ﹤0.01%
+128,880
4716
$437K ﹤0.01%
22,753
+15,741
4717
$436K ﹤0.01%
36,434
-30,916
4718
– –
0
4719
$435K ﹤0.01%
1,725
-693
4720
$434K ﹤0.01%
158,205
-2,656
4721
$434K ﹤0.01%
32,718
-2,837
4722
$434K ﹤0.01%
18,107
+106
4723
$433K ﹤0.01%
94,383
-36,544
4724
$433K ﹤0.01%
14,675
-28,465
4725
$433K ﹤0.01%
21,879
+20,979
187 188
189
190 191