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
5026
$259K ﹤0.01%
5,091
-7,744
5027
$258K ﹤0.01%
24,667
+5,777
5028
$257K ﹤0.01%
63,818
-10,586
5029
$257K ﹤0.01%
11,185
-1,717
5030
$257K ﹤0.01%
142,724
-215,049
5031
$255K ﹤0.01%
9,740
+7,546
5032
$255K ﹤0.01%
12,433
+399
5033
$253K ﹤0.01%
6,884
+3,047
5034
$252K ﹤0.01%
10,835
-986
5035
$251K ﹤0.01%
114,108
+2,575
5036
$249K ﹤0.01%
4,228
-36,961
5037
$249K ﹤0.01%
12,839
+2,559
5038
$248K ﹤0.01%
22,226
+8,391
5039
$248K ﹤0.01%
11,195
-846
5040
$247K ﹤0.01%
5,278
-719
5041
$247K ﹤0.01%
229,014
-82,531
5042
$247K ﹤0.01%
18,963
-8,406
5043
$247K ﹤0.01%
27,911
-896,148
5044
$246K ﹤0.01%
79,703
-37,668
5045
$246K ﹤0.01%
23,129
+753
5046
$245K ﹤0.01%
29,916
+4,112
5047
$243K ﹤0.01%
15,190
-1
5048
$242K ﹤0.01%
24,468
-757
5049
$242K ﹤0.01%
21,187
+14,432
5050
$240K ﹤0.01%
25,461
+2,996
200 201
202
203 204