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
5776
$44K ﹤0.01%
786
+613
5777
$44K ﹤0.01%
1,216
+215
5778
$44K ﹤0.01%
640
-233
5779
$44K ﹤0.01%
1,463
-2,108
5780
$43K ﹤0.01%
4,628
+3,463
5781
$43K ﹤0.01%
3
-2
5782
$43K ﹤0.01%
1,636
-350
5783
$43K ﹤0.01%
4,697
-8,040
5784
$43K ﹤0.01%
29,498
-11,779
5785
$43K ﹤0.01%
1,406
-100
5786
$43K ﹤0.01%
3,773
+173
5787
$42K ﹤0.01%
12,311
-1
5788
$42K ﹤0.01%
9,562
+7,752
5789
$42K ﹤0.01%
1,845
-8,155
5790
$42K ﹤0.01%
2,650
+275
5791
$42K ﹤0.01%
+800
5792
$41K ﹤0.01%
2,033
+155
5793
$41K ﹤0.01%
135
+20
5794
$41K ﹤0.01%
1,920
+664
5795
$41K ﹤0.01%
2,026
-24,352
5796
$41K ﹤0.01%
1,755
+1
5797
$41K ﹤0.01%
4,834
+2,834
5798
$41K ﹤0.01%
+8,000
5799
$40K ﹤0.01%
+7,926
5800
$40K ﹤0.01%
1,511
+238
230 231
232
233 234