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
5526
$89K ﹤0.01%
9,637
-10,046
5527
$89K ﹤0.01%
3,286
-8,455
5528
$89K ﹤0.01%
1,282
-390
5529
$89K ﹤0.01%
2,301
+504
5530
$89K ﹤0.01%
27,260
+11,708
5531
$89K ﹤0.01%
7,144
+1,762
5532
$89K ﹤0.01%
35,083
+1,465
5533
$87K ﹤0.01%
1,656
5534
$87K ﹤0.01%
16,245
-135
5535
$87K ﹤0.01%
8,141
+806
5536
$87K ﹤0.01%
5,045
+3,064
5537
$87K ﹤0.01%
4,956
-3,637
5538
$86K ﹤0.01%
4,275
-36,289
5539
$86K ﹤0.01%
3,216
+1,469
5540
$86K ﹤0.01%
3,550
+3,450
5541
$86K ﹤0.01%
7,763
5542
$86K ﹤0.01%
4,122
-3,159
5543
$86K ﹤0.01%
21,431
+10,376
5544
$86K ﹤0.01%
4,428
-4,964
5545
$86K ﹤0.01%
3,291
-1,126
5546
$86K ﹤0.01%
474
+165
5547
$86K ﹤0.01%
16,018
-88,093
5548
$86K ﹤0.01%
6,323
-12,231
5549
$86K ﹤0.01%
13,680
-425
5550
$85K ﹤0.01%
25,532
+21,011
220 221
222
223 224