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
476
$109M 0.04%
2,749,494
-16,828
477
$109M 0.04%
1,710,367
+67,822
478
$109M 0.04%
3,630,527
-455,286
479
$108M 0.04%
4,782,098
-271,057
480
$108M 0.04%
1,814,778
+475,838
481
$108M 0.04%
2,215,132
+1,102,507
482
$108M 0.04%
2,692,031
+62,409
483
$107M 0.04%
2,216,683
+30,637
484
$107M 0.04%
4,499,527
-475,845
485
$107M 0.04%
2,802,796
-804,049
486
$107M 0.04%
8,812,000
-470,000
487
$106M 0.04%
3,584,241
-89,296
488
$106M 0.04%
3,917,982
-468,800
489
$105M 0.04%
3,637,650
+2,891,965
490
$105M 0.04%
3,216,104
+1,686,354
491
$105M 0.04%
1,028,766
+807,561
492
$104M 0.04%
1,936,591
+4,658
493
$104M 0.04%
1,479,011
+103,525
494
$104M 0.04%
3,800,770
+1,142,419
495
$104M 0.04%
1,132,267
-109,838
496
$103M 0.04%
898,273
+34,746
497
$103M 0.04%
1,242,805
+160,228
498
$103M 0.04%
1,061,013
-196,231
499
$103M 0.04%
11,976,205
-2,000,051
500
$102M 0.04%
4,906,254
+219,138
18 19
20
21 22