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
5901
$28K ﹤0.01%
4,747
-2,311
5902
$28K ﹤0.01%
3,970
+1,395
5903
$28K ﹤0.01%
30,298
-9,602
5904
$27K ﹤0.01%
1,432
-259
5905
$27K ﹤0.01%
+109
5906
$27K ﹤0.01%
80,478
+15,900
5907
$27K ﹤0.01%
24,376
+3,024
5908
$27K ﹤0.01%
2,669
+201
5909
$27K ﹤0.01%
1,147
-803
5910
$27K ﹤0.01%
3,879
+666
5911
$27K ﹤0.01%
45
+10
5912
$27K ﹤0.01%
565
-9,310
5913
$27K ﹤0.01%
3,904
+3,663
5914
$27K ﹤0.01%
7,028
+6,995
5915
$26K ﹤0.01%
9,897
+4,093
5916
$26K ﹤0.01%
1,798
+978
5917
$26K ﹤0.01%
3,537
-1,171
5918
$26K ﹤0.01%
330
-300
5919
$26K ﹤0.01%
3,208
-310
5920
$26K ﹤0.01%
4,522
+804
5921
– –
0
5922
$26K ﹤0.01%
+500
5923
$26K ﹤0.01%
16,360
-199
5924
$26K ﹤0.01%
2,452
+1,052
5925
$26K ﹤0.01%
7,202
+2,552
235 236
237
238 239