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
4901
$312K ﹤0.01%
19,107
-736
4902
$312K ﹤0.01%
90,380
-139,270
4903
$312K ﹤0.01%
26,052
-431,291
4904
$312K ﹤0.01%
2,642
-322
4905
$312K ﹤0.01%
7,149
-1,498
4906
$311K ﹤0.01%
6,596
+713
4907
$311K ﹤0.01%
37,693
-10,021
4908
$311K ﹤0.01%
18,978
-7,355
4909
$310K ﹤0.01%
21,310
+375
4910
$310K ﹤0.01%
21,697
+9,170
4911
$310K ﹤0.01%
42,411
-5,987
4912
$309K ﹤0.01%
16,181
-3,294
4913
$309K ﹤0.01%
7,488
-4,024
4914
$308K ﹤0.01%
18,202
-1,963
4915
$308K ﹤0.01%
10,894
+9,466
4916
$307K ﹤0.01%
29,690
-7,315
4917
$307K ﹤0.01%
23,214
+774
4918
$306K ﹤0.01%
17,820
-211
4919
$305K ﹤0.01%
24,712
-3,430
4920
$304K ﹤0.01%
22,262
+8,839
4921
$304K ﹤0.01%
18,782
+3,340
4922
$304K ﹤0.01%
25,400
+24,700
4923
$303K ﹤0.01%
2,546
+1,137
4924
$303K ﹤0.01%
14,559
+452
4925
$302K ﹤0.01%
40,707
+10,965
195 196
197
198 199