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
5651
$64K ﹤0.01%
31,361
-246,989
5652
$64K ﹤0.01%
14,773
+14,318
5653
$64K ﹤0.01%
15,011
-3,205
5654
$64K ﹤0.01%
28,400
-137
5655
$64K ﹤0.01%
+1,649
5656
$63K ﹤0.01%
1,027
5657
$63K ﹤0.01%
867
-203
5658
$63K ﹤0.01%
3,239
-10,953
5659
$63K ﹤0.01%
4,500
-1,610
5660
$63K ﹤0.01%
4,557
+28
5661
$62K ﹤0.01%
701
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5662
$62K ﹤0.01%
+59
5663
$62K ﹤0.01%
3,614
-2,889
5664
$62K ﹤0.01%
6,362
+5,401
5665
$62K ﹤0.01%
9,173
-2,530
5666
$61K ﹤0.01%
8,613
-7,177
5667
$61K ﹤0.01%
6,142
-1,199
5668
$61K ﹤0.01%
1,965
-2,969
5669
$61K ﹤0.01%
5,555
-1,671
5670
$61K ﹤0.01%
4,051
+4,001
5671
$60K ﹤0.01%
5,794
-10,720
5672
$60K ﹤0.01%
8,903
-20,000
5673
$60K ﹤0.01%
6,274
-7,889
5674
$60K ﹤0.01%
2,431
-105
5675
$60K ﹤0.01%
6,101
-344
225 226
227
228 229