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
5851
$35K ﹤0.01%
5,837
-15,841
5852
$35K ﹤0.01%
183,558
-15,000
5853
$35K ﹤0.01%
15,762
-2,091
5854
$35K ﹤0.01%
2,722
-127
5855
$34K ﹤0.01%
4,054
+1
5856
$34K ﹤0.01%
7,658
+7,648
5857
$34K ﹤0.01%
1,740
+146
5858
$34K ﹤0.01%
2,312
+1,801
5859
$34K ﹤0.01%
962
+327
5860
$34K ﹤0.01%
6,018
-2,226
5861
$34K ﹤0.01%
680
-92
5862
$33K ﹤0.01%
1,580
-723
5863
$33K ﹤0.01%
2,819
-299
5864
$33K ﹤0.01%
3,883
-7,289
5865
$33K ﹤0.01%
5,626
-67,930
5866
$33K ﹤0.01%
2,829
+2,505
5867
$33K ﹤0.01%
1,508
5868
$32K ﹤0.01%
9,714
+2,110
5869
$32K ﹤0.01%
585
-299
5870
$32K ﹤0.01%
+1,298
5871
$32K ﹤0.01%
22,280
+520
5872
$32K ﹤0.01%
7,686
-5,441
5873
$32K ﹤0.01%
4,069
-142
5874
– –
0
5875
$31K ﹤0.01%
3,621
-29,095
233 234
235
236 237