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
5051
$239K ﹤0.01%
12,367
+291
5052
$238K ﹤0.01%
+17,261
5053
$238K ﹤0.01%
5,369
+1,282
5054
$238K ﹤0.01%
96,499
+7,332
5055
$236K ﹤0.01%
244
-111
5056
$236K ﹤0.01%
18,282
+32
5057
$235K ﹤0.01%
12,900
5058
$234K ﹤0.01%
6,410
+4,290
5059
$234K ﹤0.01%
3,902
+2,766
5060
$232K ﹤0.01%
10,728
+1,696
5061
$231K ﹤0.01%
9,359
+1,159
5062
$231K ﹤0.01%
23,007
-1,028
5063
$231K ﹤0.01%
10,696
+4,407
5064
$231K ﹤0.01%
142,709
+114,937
5065
$230K ﹤0.01%
5,616
+2,166
5066
$230K ﹤0.01%
18,816
+265
5067
$228K ﹤0.01%
988
-1,562
5068
$228K ﹤0.01%
30,019
5069
$228K ﹤0.01%
4,560
5070
$228K ﹤0.01%
15,723
5071
$227K ﹤0.01%
67,931
+3,539
5072
$227K ﹤0.01%
7,744
-158,975
5073
$227K ﹤0.01%
9,479
-1,088
5074
$227K ﹤0.01%
22,559
-544
5075
$226K ﹤0.01%
5,016
-3,679
201 202
203
204 205