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
5326
$137K ﹤0.01%
12,656
+490
5327
$137K ﹤0.01%
970
+689
5328
$137K ﹤0.01%
3,388
5329
$136K ﹤0.01%
9,515
-507
5330
$136K ﹤0.01%
9,447
+1
5331
$136K ﹤0.01%
11,583
-272,212
5332
$135K ﹤0.01%
447,116
+341,410
5333
$134K ﹤0.01%
10,612
-10,242
5334
$134K ﹤0.01%
9,023
-5,500
5335
$134K ﹤0.01%
7,128
-467
5336
$134K ﹤0.01%
11,500
5337
$133K ﹤0.01%
+5,000
5338
$133K ﹤0.01%
7,120
+3,920
5339
$133K ﹤0.01%
103,264
-64,847
5340
– –
0
5341
$132K ﹤0.01%
3,294
+1,095
5342
$132K ﹤0.01%
23,186
-24,416
5343
$131K ﹤0.01%
6,197
+3,504
5344
$131K ﹤0.01%
14,127
5345
$131K ﹤0.01%
5,505
5346
$130K ﹤0.01%
8,599
-59,595
5347
$129K ﹤0.01%
34,880
-18,546
5348
$129K ﹤0.01%
14,787
+1,322
5349
$129K ﹤0.01%
5,180
+1,260
5350
$129K ﹤0.01%
24,084
+1,273
212 213
214
215 216