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
4951
$292K ﹤0.01%
16,800
-244,080
4952
$292K ﹤0.01%
152,624
-3,027,824
4953
$291K ﹤0.01%
15,202
+1,005
4954
$291K ﹤0.01%
18,608
-2,506
4955
$291K ﹤0.01%
13,015
-3,901
4956
$290K ﹤0.01%
16,249
-309
4957
$289K ﹤0.01%
96,415
+14,628
4958
$289K ﹤0.01%
5,036
-478
4959
$289K ﹤0.01%
10,878
-405,191
4960
$288K ﹤0.01%
20,712
+2,512
4961
$288K ﹤0.01%
14,469
-3,352
4962
$288K ﹤0.01%
5,536
-450
4963
$288K ﹤0.01%
+207
4964
$286K ﹤0.01%
+25,160
4965
$285K ﹤0.01%
65,415
-128,060
4966
$284K ﹤0.01%
31,034
+23,483
4967
$284K ﹤0.01%
22,430
-6,372
4968
$283K ﹤0.01%
32,942
+20,180
4969
$283K ﹤0.01%
37,274
+607
4970
$283K ﹤0.01%
22,685
-11,971
4971
$283K ﹤0.01%
12,781
+687
4972
$283K ﹤0.01%
9,404
-5,377
4973
$282K ﹤0.01%
6,148
-225
4974
$281K ﹤0.01%
21,594
+9,643
4975
$281K ﹤0.01%
7,586
-35,127
197 198
199
200 201