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
4851
$345K ﹤0.01%
18,189
-3,247
4852
$345K ﹤0.01%
24,190
+21,688
4853
$344K ﹤0.01%
10,396
+3,832
4854
$344K ﹤0.01%
5,768
+1,693
4855
$344K ﹤0.01%
41,806
+15,914
4856
$344K ﹤0.01%
40,936
+18,332
4857
$344K ﹤0.01%
14,095
+206
4858
$343K ﹤0.01%
7,815
-4,737
4859
$342K ﹤0.01%
19,631
+14,602
4860
$341K ﹤0.01%
12,874
4861
$340K ﹤0.01%
1,029
-1,940
4862
$338K ﹤0.01%
22,751
-14,591
4863
$338K ﹤0.01%
13,601
-1,859
4864
$338K ﹤0.01%
43,078
-100,068
4865
$337K ﹤0.01%
4,936
4866
$335K ﹤0.01%
9,987
+1,085
4867
$334K ﹤0.01%
8,302
+3,064
4868
$334K ﹤0.01%
12,950
+1,283
4869
$331K ﹤0.01%
25,161
+201
4870
$331K ﹤0.01%
113,638
+50,555
4871
$331K ﹤0.01%
23,545
-2,661
4872
$328K ﹤0.01%
21,789
-1,435
4873
$328K ﹤0.01%
24,515
+2,226
4874
$327K ﹤0.01%
13,854
+1,766
4875
$326K ﹤0.01%
42,740
-55,627
193 194
195
196 197