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
5001
$271K ﹤0.01%
10,050
-61,086
5002
$270K ﹤0.01%
38,159
+21,441
5003
$270K ﹤0.01%
7,700
+2,500
5004
$268K ﹤0.01%
13,150
-10,978
5005
$268K ﹤0.01%
14,999
-1,614
5006
$267K ﹤0.01%
7,700
-2,868
5007
$267K ﹤0.01%
19,840
+15,190
5008
$267K ﹤0.01%
14,496
-5,422
5009
$266K ﹤0.01%
16,223
-31,419
5010
$266K ﹤0.01%
150
+111
5011
$266K ﹤0.01%
75,010
+352
5012
$265K ﹤0.01%
17,701
-206
5013
$265K ﹤0.01%
55,469
-78,520
5014
$264K ﹤0.01%
11,642
-9,374
5015
$264K ﹤0.01%
15,583
+2,351
5016
$263K ﹤0.01%
14,775
+11,600
5017
$263K ﹤0.01%
32,923
+1,879
5018
$262K ﹤0.01%
25,164
+101
5019
$262K ﹤0.01%
31,052
-4,094
5020
$261K ﹤0.01%
10,572
+9,745
5021
$261K ﹤0.01%
25,707
+9,332
5022
$261K ﹤0.01%
6,754
-110
5023
$260K ﹤0.01%
6,033
-9,819
5024
$260K ﹤0.01%
5,182
+4,854
5025
$259K ﹤0.01%
2,858
+1,211
199 200
201
202 203