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
4926
$302K ﹤0.01%
37,480
+4,581
4927
$302K ﹤0.01%
10,884
+3,259
4928
$302K ﹤0.01%
7,969
+4,136
4929
$301K ﹤0.01%
6,214
-24,903
4930
$301K ﹤0.01%
99,302
-137,706
4931
$300K ﹤0.01%
8,763
-3,305
4932
$300K ﹤0.01%
196,311
-14,859
4933
$299K ﹤0.01%
90,975
+41,797
4934
$299K ﹤0.01%
2,762
+2,260
4935
$299K ﹤0.01%
23,107
-2,458
4936
$298K ﹤0.01%
55,108
-23,993
4937
$298K ﹤0.01%
9,263
-339
4938
$297K ﹤0.01%
115,345
+5,192
4939
$296K ﹤0.01%
47,383
+9,500
4940
$296K ﹤0.01%
24,917
+110
4941
$296K ﹤0.01%
8,165
+112
4942
$295K ﹤0.01%
11,943
-1,523
4943
$295K ﹤0.01%
20,317
+20,301
4944
$295K ﹤0.01%
11,021
-86
4945
$294K ﹤0.01%
14,028
+6,620
4946
$294K ﹤0.01%
37,793
+29,535
4947
$294K ﹤0.01%
145,000
+7,500
4948
$293K ﹤0.01%
19,716
-2,000
4949
$292K ﹤0.01%
22,055
+18,395
4950
$292K ﹤0.01%
7,699
+4,863
196 197
198
199 200