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
5751
$47K ﹤0.01%
244
+32
5752
$47K ﹤0.01%
2,052
-77
5753
$47K ﹤0.01%
1,949
+1,519
5754
$47K ﹤0.01%
2,008
5755
$47K ﹤0.01%
46,328
+41,701
5756
$47K ﹤0.01%
3,890
-41,480
5757
$46K ﹤0.01%
8,158
-10,842
5758
$46K ﹤0.01%
+1,759
5759
$46K ﹤0.01%
5,635
+46
5760
$46K ﹤0.01%
11,500
+1,000
5761
$46K ﹤0.01%
29,475
+402
5762
$46K ﹤0.01%
4,757
-2,229
5763
$46K ﹤0.01%
1,388
-42
5764
$46K ﹤0.01%
3,815
+309
5765
$46K ﹤0.01%
8,056
-274
5766
$46K ﹤0.01%
16,909
+15,901
5767
$45K ﹤0.01%
1,478
-2,802
5768
$45K ﹤0.01%
4,393
-378,792
5769
$45K ﹤0.01%
928
-21
5770
$45K ﹤0.01%
22,030
+2,718
5771
$45K ﹤0.01%
1,880
-366
5772
$45K ﹤0.01%
6,726
+1,922
5773
$44K ﹤0.01%
+5,840
5774
$44K ﹤0.01%
1,729
-3,472
5775
$44K ﹤0.01%
451
-518
229 230
231
232 233