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
5076
$226K ﹤0.01%
15,902
+4,131
5077
$225K ﹤0.01%
4,978
+871
5078
$225K ﹤0.01%
85,210
-33
5079
$225K ﹤0.01%
16,642
+1,275
5080
$225K ﹤0.01%
32,911
-150,249
5081
$225K ﹤0.01%
21,212
-57,322
5082
$224K ﹤0.01%
57,159
+32,680
5083
$223K ﹤0.01%
6,077
-75,455
5084
$223K ﹤0.01%
11,512
-27,851
5085
$221K ﹤0.01%
9,407
-1,225
5086
$221K ﹤0.01%
20,832
+144
5087
$221K ﹤0.01%
15,279
-2,983
5088
$220K ﹤0.01%
+11,406
5089
$219K ﹤0.01%
7,874
-2,259
5090
$218K ﹤0.01%
22,017
-9,283
5091
$217K ﹤0.01%
766
+140
5092
$217K ﹤0.01%
17,949
+14,281
5093
$217K ﹤0.01%
7,089
+4,277
5094
$216K ﹤0.01%
12,872
-16,863
5095
$215K ﹤0.01%
17,789
-5,068
5096
$214K ﹤0.01%
10,612
+1,006
5097
$213K ﹤0.01%
1,084
+224
5098
$213K ﹤0.01%
19,787
-14,172
5099
$212K ﹤0.01%
4,088
-15,290
5100
$212K ﹤0.01%
50,724
-14,100
202 203
204
205 206