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
5151
$195K ﹤0.01%
7,794
-1,863
5152
$195K ﹤0.01%
6,061
+3,369
5153
$195K ﹤0.01%
45,875
-19,432
5154
$194K ﹤0.01%
29,626
-3,000
5155
$194K ﹤0.01%
45,381
-44,974
5156
$194K ﹤0.01%
16,298
-7,301
5157
$194K ﹤0.01%
8
5158
$193K ﹤0.01%
29,155
+26,905
5159
$193K ﹤0.01%
3,718
+291
5160
$193K ﹤0.01%
221
+18
5161
$193K ﹤0.01%
11,750
-29
5162
$193K ﹤0.01%
48,900
-27,500
5163
$193K ﹤0.01%
12,418
+3,775
5164
$192K ﹤0.01%
760
-1,499
5165
$192K ﹤0.01%
4,143
-4,179
5166
$192K ﹤0.01%
4,706
-354
5167
$192K ﹤0.01%
84,608
+82,608
5168
$191K ﹤0.01%
86
+84
5169
$191K ﹤0.01%
62,271
+58,372
5170
$190K ﹤0.01%
63,011
+9,211
5171
$187K ﹤0.01%
5,733
+1,236
5172
$187K ﹤0.01%
8,475
-6,984
5173
$187K ﹤0.01%
6,374
+260
5174
$186K ﹤0.01%
9,536
+2,892
5175
$186K ﹤0.01%
17,902
+16,397
205 206
207
208 209