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
5701
$56K ﹤0.01%
25,318
-49
5702
$56K ﹤0.01%
179,392
+9,500
5703
$56K ﹤0.01%
10,487
+9,218
5704
$56K ﹤0.01%
2,093
-14
5705
$56K ﹤0.01%
4,521
5706
$55K ﹤0.01%
5,661
-2,944
5707
$55K ﹤0.01%
43
+39
5708
$55K ﹤0.01%
3,917
-44,826
5709
$55K ﹤0.01%
14,654
-9,576
5710
$54K ﹤0.01%
2,642
5711
$54K ﹤0.01%
2,557
-11,663
5712
$54K ﹤0.01%
7,439
-4,974
5713
$54K ﹤0.01%
+185
5714
$54K ﹤0.01%
5,043
-22,648
5715
$54K ﹤0.01%
3,675
-2,000
5716
$53K ﹤0.01%
5,756
+1,267
5717
$53K ﹤0.01%
72,911
-213,527
5718
$52K ﹤0.01%
3,386
-4
5719
$52K ﹤0.01%
+8,057
5720
$52K ﹤0.01%
4,000
5721
$52K ﹤0.01%
1,101
+43
5722
$52K ﹤0.01%
5,510
+4,501
5723
$52K ﹤0.01%
4,541
-2,317
5724
$51K ﹤0.01%
12,737
-3,661
5725
$51K ﹤0.01%
237
-277
227 228
229
230 231