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
4776
$396K ﹤0.01%
28,320
-2,803
4777
$396K ﹤0.01%
19,938
-4,591
4778
$396K ﹤0.01%
93,549
-38,702
4779
$395K ﹤0.01%
7,406
-56,902
4780
$395K ﹤0.01%
+31,338
4781
$393K ﹤0.01%
19,295
+6,465
4782
$392K ﹤0.01%
1,201
+593
4783
$392K ﹤0.01%
18,691
+2,213
4784
$391K ﹤0.01%
6,992
-1,044
4785
$391K ﹤0.01%
20,051
+4,377
4786
$391K ﹤0.01%
41,254
-18,363
4787
$391K ﹤0.01%
68,361
+15,524
4788
$390K ﹤0.01%
35,669
-77,295
4789
$389K ﹤0.01%
149,520
-75,333
4790
$389K ﹤0.01%
18,260
-6,614
4791
$389K ﹤0.01%
23,198
-117
4792
$388K ﹤0.01%
11,112
-10,288
4793
$388K ﹤0.01%
46,210
+46,201
4794
$386K ﹤0.01%
137
+106
4795
$386K ﹤0.01%
23,853
-723
4796
$386K ﹤0.01%
37,544
-56,101
4797
$385K ﹤0.01%
30,138
+1,646
4798
$384K ﹤0.01%
15,624
-400
4799
$384K ﹤0.01%
8,410
+4,858
4800
$384K ﹤0.01%
55,512
+33,197
190 191
192
193 194