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
5626
$70K ﹤0.01%
3,173
+2,170
5627
$70K ﹤0.01%
+1
5628
$70K ﹤0.01%
7,582
-7,346
5629
$70K ﹤0.01%
2,884
+1,053
5630
$70K ﹤0.01%
2,644
+2,532
5631
$70K ﹤0.01%
+5,394
5632
$70K ﹤0.01%
+8,247
5633
$69K ﹤0.01%
9,549
+4,275
5634
$69K ﹤0.01%
2,646
-16,818
5635
$69K ﹤0.01%
16,274
+12,583
5636
$69K ﹤0.01%
1,350
+191
5637
$69K ﹤0.01%
8,981
+900
5638
$68K ﹤0.01%
2,601
-51,649
5639
$67K ﹤0.01%
37
+4
5640
– –
0
5641
$67K ﹤0.01%
8,040
-64,843
5642
$67K ﹤0.01%
19,312
-3,070
5643
$67K ﹤0.01%
27,934
+11,101
5644
$66K ﹤0.01%
3,151
-5,265
5645
$66K ﹤0.01%
7,313
-949
5646
$66K ﹤0.01%
20,096
-48,460
5647
$65K ﹤0.01%
1,463
-237
5648
$65K ﹤0.01%
278,799
+206,353
5649
$64K ﹤0.01%
31,930
-18,387
5650
$64K ﹤0.01%
4,786
+1
224 225
226
227 228