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
5801
$40K ﹤0.01%
4,681
+1
5802
$40K ﹤0.01%
5,753
-21,494
5803
$40K ﹤0.01%
25,501
-22,980
5804
$40K ﹤0.01%
+155
5805
$40K ﹤0.01%
575
-177
5806
$39K ﹤0.01%
35
-373
5807
$39K ﹤0.01%
23,384
-20,800
5808
$38K ﹤0.01%
14,810
+13,610
5809
$38K ﹤0.01%
+1,425
5810
$38K ﹤0.01%
+135
5811
$38K ﹤0.01%
1,712
-9,703
5812
$38K ﹤0.01%
4,379
-4,692
5813
$38K ﹤0.01%
+384
5814
$38K ﹤0.01%
579
+291
5815
$38K ﹤0.01%
1,122
-5,674
5816
$38K ﹤0.01%
2,775
-61,414
5817
$38K ﹤0.01%
17,350
-11,200
5818
$38K ﹤0.01%
2,000
5819
$38K ﹤0.01%
1,378
-125
5820
$38K ﹤0.01%
4,591
+985
5821
$38K ﹤0.01%
9,813
-1,500
5822
$37K ﹤0.01%
2,039
+350
5823
$37K ﹤0.01%
5,639
+2,533
5824
– –
0
5825
$37K ﹤0.01%
6,491
+781
231 232
233
234 235