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
5451
$104K ﹤0.01%
8,036
+4,300
5452
$104K ﹤0.01%
+125
5453
$104K ﹤0.01%
17,004
-19,506
5454
$104K ﹤0.01%
8,664
-3,342
5455
$104K ﹤0.01%
21,258
+12,764
5456
$103K ﹤0.01%
7,093
-165,785
5457
$103K ﹤0.01%
5,702
+4,038
5458
$103K ﹤0.01%
206,787
-140,533
5459
$103K ﹤0.01%
64,253
-14,640
5460
$102K ﹤0.01%
4,198
+1,728
5461
$102K ﹤0.01%
4,549
-5,463
5462
$102K ﹤0.01%
61,549
+23,809
5463
$102K ﹤0.01%
12,206
-3,205
5464
$102K ﹤0.01%
16,917
-9,584
5465
$102K ﹤0.01%
2,413
-1,396
5466
$102K ﹤0.01%
13,294
-34,527
5467
$102K ﹤0.01%
1,537
-71
5468
$101K ﹤0.01%
26,119
+22,698
5469
$101K ﹤0.01%
9,037
+4,034
5470
$101K ﹤0.01%
3,293
-1,358
5471
$101K ﹤0.01%
4,353
5472
$101K ﹤0.01%
6,663
-485
5473
– –
0
5474
$100K ﹤0.01%
21,008
-11,248
5475
$100K ﹤0.01%
27,938
-24,958
217 218
219
220 221