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
5601
$77K ﹤0.01%
5,954
-4,321
5602
$77K ﹤0.01%
3,907
+848
5603
$77K ﹤0.01%
7,852
-1,512
5604
$76K ﹤0.01%
2,017
-1,979
5605
$76K ﹤0.01%
2,900
+410
5606
$76K ﹤0.01%
45,787
-5,640
5607
$76K ﹤0.01%
7,978
-15,165
5608
$75K ﹤0.01%
3,116
5609
$75K ﹤0.01%
3,417
5610
$74K ﹤0.01%
27,366
+7,422
5611
$74K ﹤0.01%
2,362
-154,535
5612
$74K ﹤0.01%
2,243
-1,699
5613
$73K ﹤0.01%
2,631
-17,078
5614
$73K ﹤0.01%
7,341
5615
$73K ﹤0.01%
9,752
-371,715
5616
$73K ﹤0.01%
8,739
+5,283
5617
$72K ﹤0.01%
+10,615
5618
$71K ﹤0.01%
2,802
+2,192
5619
$71K ﹤0.01%
29,905
+1,954
5620
$71K ﹤0.01%
5,078
+1
5621
$71K ﹤0.01%
+3,000
5622
$71K ﹤0.01%
11,746
-1
5623
$71K ﹤0.01%
3,834
-503
5624
$71K ﹤0.01%
5,893
-708
5625
$70K ﹤0.01%
4,560
+3,476
223 224
225
226 227