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
4751
$408K ﹤0.01%
55,593
+27,708
4752
$407K ﹤0.01%
40,179
+3,916
4753
$406K ﹤0.01%
16,107
-19,197
4754
$406K ﹤0.01%
8,162
-102,423
4755
$406K ﹤0.01%
36,490
-1,233
4756
$406K ﹤0.01%
24,896
-758
4757
$405K ﹤0.01%
45,366
-443
4758
$405K ﹤0.01%
180,069
-1,600
4759
$404K ﹤0.01%
34,494
-33,714
4760
$404K ﹤0.01%
1,538
+1,154
4761
$404K ﹤0.01%
29,924
+10,399
4762
$404K ﹤0.01%
20,948
+5,013
4763
$403K ﹤0.01%
19,938
-33,832
4764
$403K ﹤0.01%
802
+170
4765
$402K ﹤0.01%
28,893
-2,511
4766
$402K ﹤0.01%
18,777
+10,009
4767
$401K ﹤0.01%
13,602
-2,471
4768
$401K ﹤0.01%
56,137
+40,298
4769
$400K ﹤0.01%
29,895
-415
4770
$400K ﹤0.01%
601
+452
4771
$400K ﹤0.01%
27,523
-63,891
4772
$398K ﹤0.01%
7,117
-1,035
4773
$398K ﹤0.01%
42,736
+3,605
4774
$397K ﹤0.01%
3,581
+376
4775
$397K ﹤0.01%
19,835
-6,695
189 190
191
192 193