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
5726
$51K ﹤0.01%
4,807
+533
5727
$51K ﹤0.01%
761
-2,969
5728
$51K ﹤0.01%
5,736
-5,836
5729
$50K ﹤0.01%
26,161
-12,218
5730
$50K ﹤0.01%
3,505
-2,721
5731
$50K ﹤0.01%
6,607
+4,033
5732
$50K ﹤0.01%
36,093
-1,618
5733
$50K ﹤0.01%
209,050
5734
$50K ﹤0.01%
3,010
+1
5735
$49K ﹤0.01%
3,010
+1,501
5736
$49K ﹤0.01%
3,446
5737
$49K ﹤0.01%
3,047
5738
$49K ﹤0.01%
1,778
5739
$49K ﹤0.01%
16,547
-19,785
5740
$49K ﹤0.01%
2,675
-1,404
5741
$48K ﹤0.01%
2,908
-147
5742
$48K ﹤0.01%
581
+513
5743
$48K ﹤0.01%
1,036
-104
5744
$48K ﹤0.01%
240
+36
5745
$48K ﹤0.01%
3,421
5746
$48K ﹤0.01%
7,910
-3,007
5747
$48K ﹤0.01%
+48,500
5748
$48K ﹤0.01%
5,293
+493
5749
$48K ﹤0.01%
221,435
+17,231
5750
$48K ﹤0.01%
104,669
+70,156
228 229
230
231 232