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
4826
$360K ﹤0.01%
45,092
-265
4827
$360K ﹤0.01%
6,525
+5,956
4828
$359K ﹤0.01%
124,655
-9,424
4829
$359K ﹤0.01%
23,659
+15,064
4830
$359K ﹤0.01%
6,850
+16
4831
$358K ﹤0.01%
+19,851
4832
$357K ﹤0.01%
14,476
-1,996
4833
$357K ﹤0.01%
13,298
-215
4834
$357K ﹤0.01%
219,539
+27,477
4835
$355K ﹤0.01%
39,570
-63,492
4836
$355K ﹤0.01%
338,313
+62,100
4837
$354K ﹤0.01%
25,987
-20,005
4838
$353K ﹤0.01%
10,634
+1,913
4839
$352K ﹤0.01%
4,967
-3,164
4840
$352K ﹤0.01%
66,921
-31,652
4841
$351K ﹤0.01%
15,207
-1,617
4842
$351K ﹤0.01%
+35,347
4843
$350K ﹤0.01%
7,142
-116
4844
$350K ﹤0.01%
12,382
-9,225
4845
$350K ﹤0.01%
27,402
-1,486
4846
$350K ﹤0.01%
22,813
-392,690
4847
$347K ﹤0.01%
12,873
-12,271
4848
$347K ﹤0.01%
186
+115
4849
$345K ﹤0.01%
14,436
+4,436
4850
$345K ﹤0.01%
119,050
-245,853
192 193
194
195 196