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
4801
$383K ﹤0.01%
20,164
-448,748
4802
$383K ﹤0.01%
46,970
-4,377
4803
$381K ﹤0.01%
15,859
+14,549
4804
$381K ﹤0.01%
28,969
+7,109
4805
$380K ﹤0.01%
14,648
-248
4806
$379K ﹤0.01%
1,351
+1,119
4807
$379K ﹤0.01%
180,885
+116,010
4808
$379K ﹤0.01%
+20,357
4809
$378K ﹤0.01%
22,518
-4,942
4810
$376K ﹤0.01%
38,193
+13,377
4811
$376K ﹤0.01%
15,193
+2,890
4812
$375K ﹤0.01%
154,200
+31,538
4813
$374K ﹤0.01%
39,065
+31,594
4814
$374K ﹤0.01%
6,031
-2,427
4815
$373K ﹤0.01%
30,260
+1,041
4816
$372K ﹤0.01%
31,188
-29,018
4817
$371K ﹤0.01%
114,340
+53,861
4818
$371K ﹤0.01%
+21,830
4819
$370K ﹤0.01%
17,604
-1,038
4820
$368K ﹤0.01%
34,915
-6,439
4821
$368K ﹤0.01%
35,023
-114,754
4822
$367K ﹤0.01%
12,597
-156
4823
$365K ﹤0.01%
27,198
-35,457
4824
$365K ﹤0.01%
5,796
+960
4825
$364K ﹤0.01%
13,091
+1,555
191 192
193
194 195