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
5201
$178K ﹤0.01%
11,920
-5,049
5202
$177K ﹤0.01%
17,687
-17,047
5203
$177K ﹤0.01%
200,486
-23,076
5204
$176K ﹤0.01%
14,625
+14,582
5205
$176K ﹤0.01%
400
-17
5206
$176K ﹤0.01%
+10,474
5207
$175K ﹤0.01%
982
-193
5208
$174K ﹤0.01%
25
+2
5209
$174K ﹤0.01%
83,667
-35,682
5210
$174K ﹤0.01%
4,821
-42,745
5211
$174K ﹤0.01%
3,708
-6,425
5212
$174K ﹤0.01%
5,760
5213
$174K ﹤0.01%
13,460
+1,497
5214
$173K ﹤0.01%
4,835
+27
5215
$172K ﹤0.01%
7,190
-4,419
5216
$172K ﹤0.01%
2,873
+1,353
5217
$172K ﹤0.01%
2,064
+125
5218
$172K ﹤0.01%
50,688
-56,099
5219
$171K ﹤0.01%
14,836
-3,525
5220
$170K ﹤0.01%
+27,276
5221
$168K ﹤0.01%
24,232
-24,597
5222
$168K ﹤0.01%
21,596
-131,738
5223
$168K ﹤0.01%
8,166
-1,949
5224
$168K ﹤0.01%
27,045
-159,531
5225
$168K ﹤0.01%
+1,028
207 208
209
210 211