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
4876
$326K ﹤0.01%
243,991
-871,976
4877
$326K ﹤0.01%
23,366
+2,155
4878
$325K ﹤0.01%
645
+445
4879
$325K ﹤0.01%
93,117
-12,138
4880
$324K ﹤0.01%
8,125
-2,614
4881
$323K ﹤0.01%
138,874
+107,437
4882
$322K ﹤0.01%
27,381
+8,925
4883
$321K ﹤0.01%
243
+19
4884
$320K ﹤0.01%
12,496
+297
4885
$319K ﹤0.01%
2,069
-20,505
4886
$319K ﹤0.01%
174,878
+2,397
4887
$318K ﹤0.01%
241
+237
4888
$318K ﹤0.01%
118,182
+73,299
4889
$317K ﹤0.01%
6,214
+324
4890
$317K ﹤0.01%
4,275
+1,786
4891
$317K ﹤0.01%
49,681
+47,001
4892
$316K ﹤0.01%
22,674
+9,451
4893
$316K ﹤0.01%
23,594
+1,771
4894
$316K ﹤0.01%
16,411
-34,626
4895
$316K ﹤0.01%
12,890
+4,032
4896
$314K ﹤0.01%
20,637
+17,260
4897
$314K ﹤0.01%
11,971
-3,007
4898
$313K ﹤0.01%
40,348
-56,914
4899
$313K ﹤0.01%
106,653
+60,570
4900
$313K ﹤0.01%
46,022
+2,956
194 195
196
197 198